Helping You Pursue Your Dreams
While Building Your Legacy
Do you ever think to yourself?
Planning your financial future is the first step towards achieving your dreams.
At Legacy Builders Financial, we’ll help you gain clarity on your financial goals and establish a plan for future generations. But our work doesn’t end there. In fact, we’ll be right there beside you throughout the journey to advise, help pivot when necessary and celebrate your wins along the way!
Hey, I'm Charles
I gained over 10 years of industry experience at Morgan Stanley and Charles Schwab, but in 2017, I followed my dreams and started Legacy Builders Financial. I am a fee-only certified financial planner, and my main goal is to help clients achieve their financial goals and build their legacy, one step at a time. No commissions, no upselling, no fluff!
My wife and I have been married for 8 years and have 3 amazing children, ages 6, 4 and 3. In my free time, you will find me playing Legos, reading children’s books or getting away to Napa with my wife and friends.