Charles is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant® and a Chartered Life Underwriter®. He also has FINRA Series 6, 7, 24, 63 and 65 securities license registrations, held by LPL Financial, as well as life, accident and health insurance licenses.
He also holds the Accredited Asset Management Specialist (AAMS) designation, the Chartered Mutual Fund Counselor (CMFC) designation, and the Chartered Retirement Planning Counselor (CRPC) designation, all through the College for Financial Planning®- A Kaplan Company
Charles’ primary mission is to provide sound financial advice/strategies to his clients, helping them work toward financial security through the creation, growth, and transfer of wealth. He specializes in comprehensive financial planning by working personally with each client to create an overall financial strategy that encompasses:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Charles served 4 years as an Associate Manager / Wealth Manager with Victory Capital Wealth Management and 25 years with USAA, where he served as the trusted financial advisor to high net-worth members.
Charles holds a Bachelor of Business Administration degree (BBA) with a concentration in Financial Services/Risk Management and a Master of Business Administration degree (MBA), both from the St. Mary’s University.
During his personal time, he enjoys spending time with his wife, Carmen and their daughter, Anyssa. As a family they enjoy traveling, outdoor activities, and cheering Anyssa on with her various club volleyball activities.