Silver Penny Financial celebrated its grand opening in Morningside Village on January 23, 2025. Despite a surprise snowstorm the day before, the team proved that nothing could freeze their momentum as they welcomed guests with warm smiles and open doors.
Your Boutique Neighborhood Firm
Founded in 2018, Silver Penny Financial is a boutique neighborhood firm that offers friendly financial services. The team provides a range of customizable services, including:
Securities are offered through LPL Financial, member SIPC, ensuring that clients receive secure and professional assistance.
Silver Penny’s approach to money is as unique as its name, inspired by the rare silver pennies minted in 1943 during wartime copper shortages. Much like that coin, the team’s perspective on financial planning is rare—valuable, resilient, and built for unique circumstances.
Meet Charlotte
Charlotte Geletka, founder of Silver Penny Financial, is a proud Morningside resident along with her husband and two sons. As a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC), Charlotte is passionate about making financial literacy accessible, especially for young people. Through her involvement with the Kennrod Organization, Charlotte regularly gives talks aimed at empowering youth with money management skills.
Her knowledge is highly respected, earning her regular quotes in esteemed publications like The Wall Street Journal. But beyond her credentials, Charlotte’s dream of having an office space in her neighborhood came true when the corner of North Highland and Lanier became available. Now, she enjoys serving a growing base of local clients who appreciate her care for the places she both lives and works in.
Outside of work, Charlotte enjoys tennis, yoga, and traveling, with a special tradition of collecting sand from every beach she visits.
Any Age, Any Stage
Silver Penny Financial serves clients of all ages and is currently accepting new clients. Whether you’re a young professional looking to build wealth, a growing family seeking guidance, or someone approaching retirement, Charlotte and her team are ready to help.
Stop By and Say Hello
The office has a welcoming, sunsoaked atmosphere, and if you’re lucky, you might get to meet Coco, the adorable Frenchie who serves as the unofficial “shop dog.” Just outside the front door, there’s a free little book library—a testament to the firm’s love for sharing knowledge.
Visit Silver Penny Financial and start making your financial future shine!
Location: 1411 North Highland Ave NE
Hours: Sun-Thurs: 9:30 AM-5 PM | Friday: 9:30 AM-3:00 PM
