Charles believes that accessibility and financial literacy are fundamental principles that underpin his work, as he strives to meet clients at every stage of their financial journey. Whether assisting individuals who are just beginning to explore investments and financial planning or support seasoned investors with intricate needs, he is committed to providing guidance that is tailored to each client’s unique circumstances. Charles firmly believes that enhancing financial literacy is a crucial aspect of his client’s success and he is dedicated to empower them with knowledge and skills necessary to make informed decisions. Charles holds a biology degree from Rutgers University and a business degree from Berkeley College. Additionally, he has obtained his series 63, 65, 6 and 7 licenses as well as his Life Insurance license. As a first generation American Charles is bilingual, his second language is Spanish. This helps Charles effectively serve a diverse range of clients.
With 11 years of experience in the banking industry, Charles began his career as an assistant branch manager at a community bank. During this time, he focused on delivering a personalized and boutique banking experience to all clients. Transitioning into the investment world six years ago, he continued to prioritize holistic financial services and exceptional customer service. His goal is to provide personalized independent advice, helping clients pursue their evolving goals amidst life’s uncertainties.
Outside of his professional endeavors, Charles finds joy in exploring the world through travel. Having been fortunate enough to visit various countries, he appreciates the diversity and cultural richness our world offers. When he’s not busy helping clients navigate their financial journeys, you might find Charles enjoying the company of Rusty, his 5 year old wheaten terrier. Guided by the values instilled in him by his family, honesty, kindness, and integrity are the pillars that define both his personal and professional life.
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