Charley Dorand

Charley Dorand is an accomplished Certified Wealth Strategist with over 23 years of experience in investment advisory, wealth management, tax planning, retirement planning. As President of Shefa Wealth Management PLLC ,Charley has been at the forefront of guiding individuals, families, and business owners toward achieving clarity in their financial goals since 2003.

She holds licenses in Arkansas, Arizona, California, Florida, Louisiana, Oklahoma, Mississippi, New Mexico, Texas, Virginia and Washington enabling her to serve a diverse clientele across multiple states. Charley’s expertise lies in helping clients define, create, and protect their financial dreams, as well as their financial legacy for loved ones and favored charities.
 

She is renowned for her ability to design personalized strategies that minimize taxes, maximize IRS-approved deductions, and build robust retirement packages tailored to each client’s unique needs and aspirations. Her approach to financial planning combines goal-setting, risk management, and legacy planning, ensuring comprehensive financial well-being for her clients. With a deep commitment to education and empowerment, Charley equips her clients with the knowledge and confidence to make informed financial decisions. Her proficiency in estate planning allows her to assist clients in passing on their wealth efficiently, with minimal or no estate tax impact, safeguarding their legacy for future generations. As a sought-after speaker, Charley shares her insights and expertise at industry events, inspiring others to take charge of their financial futures. She has appeared on television and radio; and
has written numerous articles for publication.

Charley earned her Bachelor of Science Degree in Accounting and then enhanced her education by earning a Masters of Science in Taxation. Charley’s passion for helping others achieve financial clarity and security has made her a respected figure in the wealth management industry. She takes pride in building lasting relationships, providing ongoing support. Her clients value her strategic insight, compassionate guidance, and ability to turn complex financial challenges into opportunities for growth and prosperity. Through Shefa Wealth Management P LLC. Charley says "your goals are my passion."