Marketing Director

Charlie’s interest in the financial industry has allowed him to help others — something that he’s been passionate about since serving in the U.S. Army taught him that there is a higher purpose than oneself. His goal is to assist as many people as possible in connecting with Peak Retirement Planning, Inc. so they can enjoy their retirements with confidence. Charlie is often saying, “We are managing people’s life savings, and we need to ensure they are receiving the specialized support they deserve!”

As a previous financial advisor, Charlie is cognizant of the financial industry and has utilized his knowledge to help Peak Retirement Planning, Inc. build content and educational workshops on financial literacy for retired and soon-to-be-retired people. These endeavors are meant to help people get to secure, personalized and confident retirements.

Charlie learned about working hard at an early age, having been raised on a farm with 5,000 pigs and 1,400 acres. He still returns to his childhood farm every August and helps with the harvest, which he truly enjoys. Charlie graduated from UCLA and joined the financial services industry in 2013.

In his free time, he enjoys running, riding horses with his sister, hunting, spending time with his friends and being in nature.