As a financial advisor with over 15 years of experience, Charles has a sincere passion for helping clients navigate the complexity of their financial lives. Embracing a thoughtful, comprehensive, and personalized approach to investment management and financial planning, Charles enjoys helping clients gain a sense of clarity, confidence, and peace of mind that comes from a having a well-designed strategy to meet their goals. Charles has a degree in Economics from Stanford and an MBA from UCLA with a specialization in Investment Management and began his career working with ultra-high-net-worth technology executives and entrepreneurs in Silicon Valley. As a Lake Tahoe native, Charles enjoys all things outdoors.