Charlie serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His areas of expertise include retirement, tax, estate, and insurance planning in addition to risk and wealth management. Charlie will work with you to create a financial plan that is customized to meet your specific needs.
Prior to working at Creative Planning, Charlie was a Financial Advisor at an Independent Registered Investment Advisory firm in Southern California where he personally assisted with the management of client assets. His responsibilities included performing asset allocation, investing and rebalancing of client investment accounts, and assisting with the creation, structuring and continuous updating of client financial plans.
Charlie is a native of Connecticut where he worked his way through school and attained his undergraduate degree in business. After moving to San Diego, he completed graduate school at San Diego State University and entered the financial services industry shortly thereafter. Charlie holds the Certified Financial Planner™ designation.
Charlie lives in San Diego and enjoys the outdoor activities the Southern California climate affords him, such as biking, surfing, golf and baseball.