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Charles McRae, CFP®, CEPA®

Principal

Houston

Client Advisory

Biography

Charles is a Principal based in the Houston office. He specializes in comprehensive wealth management for high-net-worth individuals, company executives, and business owners. He also oversees the planning work done for the clients of the Houston office.

Prior to joining Cerity Partners, Charles was an Associate and VP at Autumn Lane Advisors where he provided in-depth financial planning and portfolio management to ultra-high-net-worth families. Prior to that, he was a Wealth Advisor for Investec Wealth Strategies.

Education

  • B.S. in Psychology from Texas A&M University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Board of Directors member and Muster Chair for the Houston A&M Club
  • Board of Directors member and youth mentor for the Caring Aggie Mentoring Program

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.