Financial Planning Associate
Charles joined Silicon Valley Wealth Advisors in 2021. Before joining SVWA, he worked in corporate finance for KLA and Atlassian. Charles enjoys working with people and therefore decided to switch his career focus from corporate finance to personal financial planning. He is currently pursuing the education component of the CFP certification.
Charles graduated from San Jose State University with a degree in finance. He was a member of the Boy Scouts of America program for over ten years, attaining the rank of Eagle Scout. His love for the outdoors originated with Scouting, and he dreams of going to Switzerland someday to explore the Alps.
In his free time, he enjoys playing volleyball, tennis and going to the gym.