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Charlene Mahoney

Charlene Mahoney

Client Account Operations Manager

Charlene Mahoney is excited to join Retirement CFO, LLC as our Client Account Operations Manager. She has over 12 years of industry experience with our broker-dealer firm, LPL Financial. She has not only worked in several operational departments, but she served as a trainer to other operational team members and financial advisors in the field. She will be handling the establishment and maintenance of all personal account related matters to include transfers, deposits, withdrawals, systematic payments, online access and more. Charlene relocated from San Diego to South Carolina in 2016. She enjoys working in her yard and treasure hunting at local antique shops.