Charles has been providing investment advisory and private wealth services to high net worth individuals, families and endowments since 1988. From 2000 to 2009 Charles advised clients as a Managing Director at Wachovia Securities a predecessor firm of Wells Fargo Advisors. In 2019-2021, Charles has been recognized as one of the Forbes Best-In-State Wealth Advisors.
Charles graduated from the Marriott School of Business at Brigham Young University. While attending BYU, he was a member of the Cougar's football and baseball teams. Charles currently serves as a youth counselor in his local community and is involved with various charitable organizations. He is a founding member of the Thousand Oaks Civic Arts Plaza, the Davis Arts Council and the Hale Center Theatre. In 1982, Charles served as a full-time service missionary in Mexico and Puerto Rico. After returning home, he married his college sweetheart, Kathy. They have been married for 36 years and are the proud parents of four children and four grandchildren.
CA Insurance License Number: #OA62417, Resident State: UT.
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