Retirement planning and long-term financial decisions for individuals and families, at Marine Street Financial since 2014.
Charlie helps individuals and families navigate retirement planning and long-term financial decisions, building strategies around each client's goals.
He has been an advisor at Marine Street Financial since 2014 and holds the Chartered Retirement Plan Counselor (CRPC®) designation. Before joining Marine Street, Charlie was 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 is an active member of the La Jolla Golden Triangle Rotary Club. Outside the office he can usually be found surfing, cycling, or spending time with his wife, and he is known around the office for keeping his desk plants thriving year-round.
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