Charlene K. Dolan,
CFP®, AIF® Financial Planner Investment Adviser RepresentativeCharlene 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 thoughtful, client-centered guidance grounded in empathy and meaningful communication.
Charlene is not accepting new clients directly currently. She is focused on serving her existing clients so she can dedicate the time needed to provide thoughtful, personalized support. However, Danielle Holmes, CFP®, and John MacDonald, ChFC®, are available to meet with prospective clients. The three advisors have worked closely together since 2010, developing a shared vision, a team approach, and a strong commitment to client service. Charlene, Danielle, and John will continue to collaborate to provide a consistent level of service and experience for all clients.
Charlene began her career in healthcare and nursing home administration, gaining a deep appreciation for the connection between financial stability and overall well-being. She later transitioned into financial services, building experience in tax preparation, mutual fund services, and 401(k) plan administration. In 2000, she joined the financial planning division of a local community bank, and in 2007, she founded Dolan Financial Services. In 2020, the firm was rebranded as Linden Financial Group, reflecting its growth into a collaborative team of trusted advisors.
In addition to the CFP® designation, Charlene holds FINRA Series 7, 24, and 63 registrations, along with life and health insurance licenses. She is an Accredited Investment Fiduciary® and an Investment Adviser Representative with Raymond James Financial Services, Inc.
Charlene is deeply 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 support and honor local veterans. She also serves as Chair of “Live Well Amesbury,” a community health and wellness initiative focused on building community connections.
Outside of work, Charlene enjoys cooking and baking as a meaningful way to bring people together. Time with family and friends—especially her Granddaughter—is a constant source of joy and a reminder of what matters most.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
