Silver Penny Financial Planning

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United States
Atlanta, GA
Silver Penny Financial Planning

Atlanta based Retirement and Investment Management Firm. The market does not care about what you want, but we do.

Silver Penny Planning believes that financial planning is a partnership not a product. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

03/24/2026

Knowing the fundamentals of money and knowing how to teach them to kids are two very different things.

In this episode of Women's Money Wisdom, Melissa Joy, CFP® sits down with Charlotte Geletka, CFP®, owner of Silver Penny Financial Planning and co-author of Battery, the Bulldog and the Funny Money Tree, to talk about what financial literacy actually looks like at every age.

From the tooth fairy to teenager debit cards to the real cost of college debt, this conversation meets families where they are and gives them tools to do better.

Because the earlier the conversation starts, the better the outcomes.

🎙️ Listen now on Women's Money Wisdom.
https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433

03/17/2026

It’s officially launch day!! 📚✨
We’re so excited to share this children’s book written by our founder, Charlotte, and her son, Andrew. A thoughtful, engaging take on an important lesson—why saving for a rainy day matters.

Check it out at the link in our bio!

02/26/2026

19 days until Battery the Bulldog and the Funny Money Tree is here! Visit the link in our bio to learn more.

02/17/2026

Coming soon! 📚✨

02/12/2026

Today, Charlotte had the opportunity to speak at a local middle school for Career Day. She shared what financial planning really means and how money decisions today shape tomorrow’s opportunities.

Financial confidence starts early, and we’re always honored to be part of that conversation.

01/28/2026

Some of the most important money lessons don’t happen in offices or classrooms - they happen at home.
Our founder, Charlotte Geletka, believes financial confidence starts before adulthood. Writing a children’s book about money with her son was one small way to make those conversations feel positive, empowering, and accessible.

We can’t wait to share it with you on March 17th.

📸:

12/25/2025

Merry Christmas! Wishing you joy and a wonderful holiday season 🎄

12/13/2025

Saturday morning well spent at the Virginia-Highland Winter Fest! We love being a part of the community 💚❤️🎄

10/30/2025

Happy Halloween from Silver Penny! Come see us for Candy Crawl

08/12/2025

The One Big Beautiful Bill is everywhere in the news and social media. I want to break down some important details that will impact your financial life. Check out the Silver Penny blog for details:
http://bit.ly/3J6jtOX

08/01/2025

Are you rolling into August feeling on track to meet your financial planning goals for 2025 ? There are 5 months left to make it happen. Schedule your financial planning check in before Q4

Address

1411 North Highland Avenue NE
Atlanta, GA
30306

Website

http://www.silverpennyfinancial.com/

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