As one of Orange County’s leading financial advisors, Charlie has led more than 200 investment guidance workshops for pre-retirees, retirees, business owners, and financial planners. At Merrill Lynch, Charlie was a top producing financial planner not only in his local Orange County office but nationwide of nearly 16,000 advisors. He also authored the book, “Saving For Your Retirement Dream,” which outlines his innovative yet simple financial planning process with easy-to-understand language and tools, including proprietary calculators. He seeks to instill confidence in clients by cutting through the confusion and offering total support.
Charlie is a Registered Representative with Securities America and holds securities licenses 7, 63, 65, and 31. He graduated from the University of the Pacific, where he studied business and psychology. He lives in Newport Beach and is “Uncle Charlie” to eight nieces and nephews. A former competitive ski racer, Charlie leads an active life, playing tennis and golf and volunteering for community sports leagues and charities that include Doctors Without Borders USA, Autism Speaks, Wounded Warrior Project and The Fuller Center for Housing. A history and geography enthusiast, he enjoys traveling the world and exploring new cultures.
CA Life Insurance License: 0B77357