Charles is a graduate of LaSalle University where he majored in Finance and minored in Accounting. He also earned is Juris Doctorate at Villanova University School of Law. Prior to starting Barrister in 2010, Charles held roles as an analyst and investment advisor at Merrill Lynch, Morgan Stanley, Accenture and an independent RIA.
In addition to his work at Barrister, Charles is an educator of industry professionals and college students seeking to obtain the CFP® designation. Charles completed the education, examination, experience, and ethical requirements of the Certified Financial Planner Board of Standards and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Charles is also a CFP® Board ambassador.