Charlie Betz

Client Advisor 

Charlie’s passion for the financial industry began during his internship at our Appleton area office, where he worked alongside Tom Julian, Partner Emeritus, and Matthew Kletti, Founding Partner and Financial Planner, for the past two years while finishing his undergraduate degree. After graduating from the University of Wisconsin – La Crosse with a Bachelor of Science in Finance and a minor in Economics, Charlie joined our team full-time as a Client and Operations Junior Advisor. 

When Charlie isn’t busy with his professional endeavors, he loves to explore the great outdoors and immerse himself in the beauty of nature. One of his favorite trips was when he went backpacking through the Maroon Bells in Aspen, Colorado. Charlie’s passion for the outdoors is only outmatched by his love for spending time with his family, friends, and his beloved rescued yellow lab, Clyde. 

One of Charlie’s favorite aspects of working at Meridian Wealth and Retirement is the opportunity to create relationships with the team, clients, and other professionals in the financial services industry. He believes that building strong connections is essential in providing exceptional service and key to understanding the unique needs of each client. Charlie also enjoys the challenge of finding new ways to bring our clients the best possible experience through new technology and practice methods. The invaluable experience and wealth of knowledge that he will gain from working alongside advisors with over 50 years of combined industry experience is something he is looking forward to as a junior advisor. He hopes to take bits and pieces from each advisor to help better service existing clients as well as new clients as he builds his practice.

Professional Achievements 

  • Life and Health Insurance Licensed

  • Passed the Securities Industry Essentials®(SIE) Exam 
  • Graduated Summa Cum Laude from University of Wisconsin – La Crosse