Charlie has been helping clients achieve their financial objectives at RBC Wealth Management for the past 31 years. He graduated magna cum laude and Phi Beta Kappa from UCLA with a Bachelor of Arts degree in microbiology. He has passed his Series 7, 8, 63 and 65 exams as well as holds life and health insurance licenses.

Charlie has qualified to serve as a portfolio manager through RBC’s Portfolio Focus program. To qualify, advisors must demonstrate the knowledge and experience necessary to carefully evaluate the most suitable investment ideas available. As a result, he is highly qualified to manage discretionary portfolios to meet specific needs and to position portfolios to take advantage of market opportunities when appropriate.

Charlie lives and works on Bainbridge Island with his wife, Laurie. His outside interests include art, hiking in the Olympic Mountains, traveling and learning to play the fiddle.