Back to All People

Charlie Schwab, CFP®

Senior Associate

San Diego

Client Advisory

Biography

Charlie is a Senior Associate in the San Diego office and a member of the Wealth Management team. He works closely with clients to achieve their financial goals and provides operational support to clients and advisors.

Prior to joining Cerity Partners, Charlie worked as a Senior Investment Solutions Manager at Cetera Financial Group. In this role, he helped advisors streamline their technology and systems so they could dedicate more time to what matters most—serving their clients.

Originally from the Bay Area, Charlie enjoys spending his free time travelling, playing recreational soccer, and cooking.

Learn more about my practice.

Education

  • B.S. in Bioengineering from Santa Clara University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

Request an Introduction to Charlie Schwab

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.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Economic and Market Outlooks

Video: September 2025 Economic & Market Outlook

September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…

Ben Pace

Partner & Chief Investment Officer

Individuals and Families

How AI Is Affecting the Global Economy

September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…

Chase Norcini

Senior Associate

Individuals and Families

Tax-Aware Investing with Long-Short Equity Strategies

August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…

Learn about our Privacy Policy

By submitting the form, 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.