About You


You live a full life. With both career and family obligations competing for your attention, you have little time to catch your breath — let alone financially plan for the next 30+ years. You want to enjoy the fruits of your labor now, but also leave a legacy for future generations.  

Our purpose is to see to it that you do both. 

From our Financial Foundation sessions to our Comprehensive Financial Planning services, our process is designed to instill confidence and help grow your wealth so you can focus on what matters most — your family.


Our Services
 
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About You


You live a full life. With both career and family obligations competing for your attention, you have little time to catch your breath — let alone financially plan for the next 30+ years. You want to enjoy the fruits of your labor now, but also leave a legacy for future generations.  

Our purpose is to see to it that you do both. 

From our Financial Foundation sessions to our Comprehensive Financial Planning services, our process is designed to instill confidence and help grow your wealth so you can focus on what matters most — your family.


Our Services
 

Financially speaking, you know what direction you should be headed in...

our job is to make sure you arrive safe and sound.

 

About Us

At Legacy Builders Financial, we understand that every client is unique. Some come to us following a change in marital status. Others, when their financial needs become more complex. No matter how clients find us, they can rest assured that our suggestions are driven solely by their individual goals. Nothing more!

Meet Charles
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About Us

At Legacy Builders Financial, we understand that every client is unique. Some come to us following a change in marital status. Others, when their financial needs become more complex. No matter how clients find us, they can rest assured that our suggestions are driven solely by their individual goals. Nothing more!

Meet Charles

Hey, I’m Charles …

I was born in Taiwan, but moved to California when I was 3. I grew up in Silicon Valley, but never saw myself forging a career in tech. I eventually pursued vocational (full-time) ministry, and majored in Pastoral Ministry in college. After I graduated though, I felt I needed to enter the “corporate” work field to be able to relate to people and get a first-hand understanding of how the world worked. I started working in the financial services industry, and have been here ever since!

Working in the financial world, especially in San Francisco, was extremely rewarding but also extremely challenging. The part of me which aspired to serve people and minister to people continued to yearn for more. After 10 years in the corporate environment, I decided it was finally time to blaze my own trail, one that enabled me to fully serve my clients and help people who needed financial help.

I started Legacy Builders Financial to help other families not only articulate what they want their legacy to be, but also to hold their hand as they set forth to create it. I am a fee-only registered investment advisor, and my main goal is to be able to help clients achieve their goals and build their legacy, one step at a time. No commissions, no upselling, no fluff! 

Outside of work, I am married with three young children. I love exploring the world through their eyes, whether it be camping, swimming, or the world of video games! I live in the small community of Folsom, and dream of one day selling my home and traveling the country in an RV, although nobody else is on board with that… yet. I love meeting new people and hearing their stories. I’d love to hear yours!

Hey, I’m Charles …

I was born in Taiwan, but moved to California when I was 3. Despite growing up in the ‘tech capital of the world’ — Silicon Valley, I forged a different path and pursued vocational (full-time) ministry, having majored in Pastoral Ministry in college. After I graduated though, I felt that I needed to enter the “corporate world” to be able to relate to people and get a first-hand understanding of how the world worked. That resulted in a transition to the Financial Services industry — where I’ve been ever since!

Working in the Financial Services industry, especially in San Francisco, was extremely rewarding but also extremely challenging. The part of me which aspired to serve and minister people continued to yearn for more. After 10 years in the corporate environment, I decided it was finally time to blaze my own trail, one that enabled me to fully serve my clients and help people who needed financial help.

I started Legacy Builders Financial to help other families not only articulate what they want their legacy to be, but also to hold their hand as they set forth to create it. I am a fee-only registered investment advisor, and my main goal is to be able to help clients achieve their goals and build their legacy, one step at a time. No commissions, no upselling, no fluff! 

Outside of work, I am married with three young children. I love exploring the world through their eyes, whether it be camping, swimming, or the world of video games! I live in the small community of Folsom, and dream of one day selling my home and traveling the country in an RV, although nobody else is on board with that… yet. I love meeting new people and hearing their stories. I’d love to hear yours!

Hey, I’m Charles …

I was born in Taiwan, but moved to California when I was 3. Despite growing up in the ‘tech capital of the world’ — Silicon Valley, I forged a different path and pursued full-time ministry, having majored in Pastoral Ministry in college. After I graduated, I decided to enter the “corporate world” to get a first-hand understanding of how the world worked.


That resulted in a transition to the Financial Services industry — where I’ve been ever since!

Working in the Financial Services industry, especially in San Francisco, was extremely rewarding but also extremely challenging. The part of me which aspired to serve and minister people continued to yearn for more. After 10 years in the corporate environment, I decided it was finally time to blaze my own trail, one that enabled me to fully serve my clients and help people who needed financial help.

I started Legacy Builders Financial to help families not only articulate what they want their legacy to be, but also to hold their hand as they set forth to create it. I am a fee-only registered investment advisor, and my main goal is to be able to help clients achieve their goals and build their legacy, one step at a time. No commissions, no upselling, no fluff! 

Outside of work, I am married with three young children. I love exploring the world through their eyes, whether it be camping, swimming, or the world of video games! I live in the small community of Folsom, and dream of one day selling my home and traveling the country in an RV, although nobody else is on board with that… yet. I love meeting new people and hearing their stories. I’d love to hear yours!

Image

Hey, I’m Charles …

I was born in Taiwan, but moved to California when I was 3. Despite growing up in the ‘tech capital of the world’ — Silicon Valley, I forged a different path and pursued full-time ministry, having majored in Pastoral Ministry in college. After I graduated, I decided to enter the “corporate world” to get a first-hand understanding of how the world worked.

That resulted in a transition to the Financial Services industry — where I’ve been ever since!

Working in the Financial Services industry, especially in San Francisco, was extremely rewarding but also extremely challenging. The part of me which aspired to serve and minister people continued to yearn for more. After 10 years in the corporate environment, I decided it was finally time to blaze my own trail, one that enabled me to fully serve my clients and help people who needed financial help.

I started Legacy Builders Financial to help families not only articulate what they want their legacy to be, but also to hold their hand as they set forth to create it. I am a fee-only registered investment advisor, and my main goal is to be able to help clients achieve their goals and build their legacy, one step at a time. No commissions, no upselling, no fluff! 

Outside of work, I am married with three young children. I love exploring the world through their eyes, whether it be camping, swimming, or the world of video games! I live in the small community of Folsom, and dream of one day selling my home and traveling the country in an RV, although nobody else is on board with that… yet. I love meeting new people and hearing their stories. I’d love to hear yours!