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Biography

Charles is a Principal in the San Francisco office. He provides comprehensive financial planning and investment management services to individuals, families, foundations, and institutional clients. Taking a deep and proactive role in the management of his client’s wealth, Charles leads and incorporates financial planning across all aspects of a client’s life or business.

Prior to joining Cerity Partners, Charles was a lead advisor and planner at another Bay Area RIA for more than 6 years. Prior to that, he was an advisor at Bank of the West/BNP Paribas in San Francisco, specializing in working with the bank’s expatriate clientele. Charles started his career in financial services at Charles Schwab.

Outside of work, Charles enjoys rowing and other water-based recreation in Sausalito.

Education

  • Masters of Arts (Honours) in Sustainable Development and Management from the University of St Andrews (Scotland)
  • Masters of Science in Advanced Financial Planning with a concentration in Taxation from Golden Gate University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Native French speaker
  • Holds both U.S. and France passports

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