Wealth Management Advisor
Charles has been in the Financial Services industry for over 23 years. He started his career as a stockbroker in the late 90’s and became a private client advisor at a major banking institution. Helping clients to find the most suitable investment strategies to meet their financial goals became a lifelong passion for Charles.
He has extensive experience in comprehensive financial planning for many foreign nationals and trans-national clients, especially families with assets in both China and the United States. He is a Certified Fund Specialist and specializes in choosing investment funds for the clients’ overall portfolio and long-term goals.
Now, working with National Financial Network, Charles continues to build financial strategies for his clients which are stress tested against shifts in the environment. Preparing and educating his clients to make informed decisions for themselves, families, and businesses is Charles’ mission. Even after more than 2 decades, Charles continues to expand his own knowledge to better serve his clients and provide a comprehensive consultative practice here at the firm.
In his spare time Charles enjoys cooking for his family.
Registered Representative & Financial Advisor of Park Avenue Securities.