Charles has been an advisor at Marine Street since 2014. His primary role is serving clients as a Chartered Retirement Plan Counselor (CRPC). Prior to joining the team, he 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. During his free time, Charles enjoys surfing and reading the Wall Street Journal.

Charles holds Series 7, 66 registrations through LPL Financial and CA Insurance License #: 0K70939. Resident State CA. CRPS is conferred by College of Financial Planning.

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