Charlie Mackay has been an advisor at Marine Street Financial since 2014, where he helps individuals and families navigate retirement planning and long-term financial decisions with clarity and confidence. As a Chartered Retirement Plan Counselor (CRPC®), he builds thoughtful strategies tailored to each client's goals.

Prior to joining Marine Street, Charlie gained experience as a Branch Analyst Intern in the Wealth Management division of Morgan Stanley Smith Barney. He graduated Magna Cum Laude from the University of San Diego with a degree in Finance and International Business.

Charlie holds Series 7 and 66 registrations through LPL Financial and a California insurance license (0K70939). He's an active member of the La Jolla Golden Triangle Rotary Club, reflecting his commitment to the community.

Outside the office, Charlie can usually be found surfing, cycling, or spending time with his wife — plus catching up on the Wall Street Journal, and keeping his desk plants thriving year-round, which he's known for around the office.

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