Charlene K. Dolan,
CFP®, AIF®
Financial Planner &
Investment Adviser Representative
Charlene Dolan is a Certified Financial Planner® professional with over 25 years of experience helping individuals and families find clarity and confidence in their financial lives. She provides client-centered guidance grounded in empathy and thoughtful, meaningful communication.
Charlene began her career in healthcare and nursing home administration, where she gained a valuable perspective on the profound connection between financial stability and overall well-being. She later transitioned to financial services, building expertise in tax preparation, mutual fund shareholder services and 401(k) plan administration. In 2000, Charlene joined the financial planning division of a local community bank. Motivated by a commitment to values-based planning, she established Dolan Financial Services as an independent advisory practice in 2007. In 2020, the firm rebranded as Linden Financial Group to reflect its evolution into a collaborative team of trusted advisors.
In addition to the CFP® certification, Charlene holds FINRA Series 7, 24 and 63 registrations and life and health insurance licenses. Charlene is an Accredited Investment Fiduciary® and an Investment Adviser Representative with Raymond James Financial Services, Inc.
Charlene has been actively involved in her community, volunteering with organizations such as the Amesbury Lions Club, Jeanne Geiger Crisis Center, YWCA Greater Newburyport and Our Neighbors Table. In 2011, she founded the Veterans Legacy Initiative to honor and support local veterans. She serves as Chair of Live Well Amesbury, a community celebration of health and wellness intended to build community connections. Her volunteer work reflects the same values that guide her professionally – empathy, advocacy and genuine care for others.
Charlene brings the same care and intention to life beyond financial planning, finding joy in cooking and baking as a meaningful way to bring people together. Whether trying new recipes or sharing family favorites, she values the connection that comes from gathering around the kitchen and sharing a meal. She and her husband especially treasure time with their granddaughter, whose imagination, curiosity and laughter are a constant source of joy and a reminder of what matters most.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
