Charley Corbett
Founder and Lead Advisor, Local Wealth Advisors
Charley Corbett is the founder and lead advisor at Local Wealth Advisors, where he works with individuals and families seeking a thoughtful, planning-first advisory relationship. His approach centers on listening, coordination, and helping clients think through financial decisions with context and care.
Charley works primarily with retirees, pre-retirees, and mid-to-late career professionals. He also has extensive experience working with physicians and a strong interest in supporting those in public service, including military members, veterans, first responders, educators, and charitable organizations.
- 17+ years serving families, businesses, and non-profits organizations
- Flat-fee & fee-only fiduciary
- MS in Personal Financial Planning
- CERTIFIED FINANCIAL PLANNER® Professional
- Rescue diver, fisherman and baseball coach invested in the Naples community
Life Beyond Planning
Charley’s background is rooted in hard work and perseverance. As the first in his family to attend college, he balanced night classes with jobs in construction, retail, and restaurants before completing his undergraduate degree. He later earned his graduate degree while building a career and raising a young family. That experience shaped his respect for the effort behind every financial decision and the responsibility that comes with advising others.
Originally from Indianapolis, Charley and his wife Kelly moved to Naples in 2009 and have built their lives there with their two sons, Collin and Greyson. Much of their time is spent outdoors boating, fishing, diving, and coaching youth baseball. Charley values community involvement and believes strong planning relationships grow from being present where you live and work.
Education
- Master of Science in Personal Financial Planning, The College for Financial Planning
- BS - Business Management, Hodges University (Naples, FL)
Certifications
- Certified Financial Planner, CFP ®
- Master Planner of Advanced Studies, MPAS ®
- Accredited Wealth Management Advisor, AWMA®
- Chartered Retirement Planning Counselor, CRPC®
- Certified Wealth Strategist, CWS®
Licenses
- FINRA Series 65
- Insurance - Florida Life, Health, Variable Annuity
Professional Associations
- Financial Planning Association of SWFL - member
- Estate Planning Council of Naples - member
- Greater Naples Chamber of Commerce - member
- SWFL, Inc. - member and Leadership graduate
Community
- Artis Naples - Next Gen Member (prior) 2 years
- Golisano Children’s Museum, Member/ Advocate (prior) 1 year
- Baseball Coach, North Naples Little League, Naples Cal Ripken, GRIT Gulf Coast (9 years)
Past work
- Charles Schwab
- Earned Wealth
- Nova Wealth
- Aviance Captial
- Local Wealth
Coming from a modest background shaped how I approach planning. I respect the work behind every dollar and the responsibility that comes with advising others.
Connect With Charley
If you are looking for a thoughtful planning relationship and a clear place to start, schedule a conversation to see if working together makes sense.