As a Client Service Associate, Charlie assists our clients every step of the way, from the initial onboarding process to ongoing financial planning tasks. He joined Financial Symmetry as a full-time team member in July 2026, following an internship with us.
Charlie is a Raleigh native and enjoys golfing, playing guitar, and cooking and baking in his free time. Some of his favorite outdoor activities include hiking, canoeing, fishing, and playing tennis.
