Charlene Zahn Advisory Board of Director

areas of expertise
  • Financial Planner
  • Retirement Planning
  • Investments
  • 401k, Fixed Annuities, Insurance
  • Estate Planning & Wealth Mgmt
education
  • Bachelor of Science (B.S.),
    Business Administration / Accounting
    The University of North Dakota
  • CPA Certificate #9113
  • Accredited Investment Fiduciary
    April 2010 to Current
  • Certified Financial Planner
    January 2014 to Current

Charlene has been a business owner helping many people in Colorado with wealth management. She is a certified financial planner and has been with Apoorva since the first day of our business in 2001. She is a great advocate for our employees and drives our company towards value-based products and services. She is a believer of great value brings good wealth (instead of the other way).

Lead like a Lion, with stability and dignity, protecting the group. Fear and suspicion are the keynotes in businesses while fearlessness and normal temperament are part of the spiritual field. Be willing to face a problem instead of passing the buck.

Before founding Consulting WP in early 2001, Brandon started two Internet companies in Silicon Valley. Previously, Brandon held various management positions in New York at Simon Brothers, most recently as Vice President in Goldhill Group, focusing on new business development and risk management. He has also worked as a senior financial risk management consultant to the financial services industry; software engineer; advertising sales manager for the popular Caribbean travel guide series; general manager of an advertising and graphic design agency; and engineering intern at the Best Health Coach.

Recent Insights into Apoorva

  • Why Salesforce Is The Best CRM Software

    Salesforce has time and again proved to be more efficient than the traditional CRM software, in terms of cost, usability and easy access. Before Salesforce came into the picture, companies had to set up CRM solutions in their own server, which proved to be very expensive. With its plug-in feature, Salesforce enables customization. Its 50$ subscription per month makes it cost-effective.

    December 10, 2020
  • Various Integrations of NPSP for Non-Profits

    Spend less time manually managing your data and more time focusing on your mission. Integrations with the salesforce NPSP helps non-profits in managing their donors, volunteers, campaigns, programs, and grants Efficiently.

    November 29, 2020
  • Why NPSP for Non-Profits?

    The NPSP from Salesforce can get you a handle on your nonprofit’s Fundraising, Grant Lifecycles, Constituent Management, Donation Payments, and more.

    November 1, 2020

contact details

+1 720 497 1477
13301 W 43rd Dr # 6A, Golden, CO 80403

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    Thank you so much (Apoorva team) for all the work you have done on getting this (Salesforce NSPS Gift Entry tool) right! In the end everything tied out with only two reports and all the information was on the reports! I did not have to go searching for any problems!! I have really been struggling with this program for the last two years and so appreciate that it appears to finally be working in my favor and making my life easier instead of pulling my hair out!!!!!!!!!!! Thank you! Thank you!

    Kim Fetty
    Accounting Specialist, Centers for Spiritual Living

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