8/2025

Cahaba Wealth Management is proud to announce that Charlotte Disley has officially earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Charlotte joined our Atlanta office in 2022 and now serves as an Associate Advisor, where she is dedicated to helping clients build confidence through personalized financial planning and clear, practical guidance. Achieving the CFP® designation reflects her commitment to professional excellence and to serving clients with the highest standard of care.

We are honored to celebrate Charlotte’s accomplishment and look forward to her continued contributions as a CFP® professional at Cahaba Wealth Management. Congratulations, Charlotte!

Cahaba Wealth Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Cahaba Wealth Management is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Content should not be construed as personalized investment advice. The opinions in this materials are for general information, and not intended to provide specific investment advice or recommendations for an individual. Content should not be regarded as a complete analysis of the subjects discussed. To determine which investment(s) may be appropriate for you, consult your financial advisor.