With more than 24 years of experience in financial services, Charles is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience navigating shifts in the markets enables him to help clients structure balanced portfolios to address their specific financial goals.
He began his financial services career in 1996 with FMSbonds, Inc. From there, he transitioned to Wells Fargo Advisors in 2007 in the Fort Lauderdale offices. In 2020, he moved his practice to Raymond James, finding its client-first culture aligned with his values. He earned a bachelor's degree in economics from Florida International University. He has served South Florida-area investors for his entire career and looks forward to helping them meet their financial goals for many years to come.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies used to stay on course toward meeting your objectives. That is why Charles works with you, one on one, to design investment strategies targeted to your specific needs and goals. Although he does not provide tax advice, he will help you stay current with tax law changes and estate plan issues.
Originally from Miami, he now lives in Boca Raton with his spouse, Rana. They have two children, Ashleigh and Addison. In his free time, Charles enjoys golfing and fishing.