Charles has been providing Investment Advisory and Private Wealth Services to High-Net-Worth Individuals, Families, and Endowments for 36 years. Prior to joining to Wells Fargo Advisors in 2019, he received the prestigious Managing Director title with Merrill Lynch. Bank of America Merrill Lynch selected Charles and the Parry Private Wealth group as their exclusive Employee Financial Services team in the north Los Angeles area. From 2000 to 2009 Charles advised clients as a Managing Director at Wachovia Securities a predecessor firm of Wells Fargo Advisors where he was selected to the National Financial Advisory council. Charles was honored as one of the youngest Chairman’s Council advisors during his tenure at PaineWebber Incorporated. Through his work, Charles has been named on the 2019, 2021, 2022, 2023, and 2024 Forbes Best-In-State* Wealth Advisors List. Charles is a founding member of Everest Capital Private Wealth Management Group which was awarded #33 of the 2023 Forbes Top Wealth Management Teams.
Charles graduated from the Marriott School of Business at Brigham Young University. Charles is currently involved with various charitable organizations. He is a founding member of the Thousand Oaks Civic Arts Plaza, the Davis Arts Council and the Hale Center Theatre. In 1982, Charles served as a full-time service missionary in Mexico and Puerto Rico where he became fluent in Spanish. After returning home, he married his college sweetheart, Kathy. They have been married for 40 years and are the proud parents of four children and 7 grandchildren.
CA Insurance License Number: #0A62417. Resident State: UT, Insurance License Number: #253644. Resident State: UT.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of marketing materials. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data complied by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
