Charles Wetmore

Charles is a CERTIFIED FINANCIAL PLANNER® Professional with more than 10 years of dedicated experience in the financial services industry. He is passionate about developing and building comprehensive financial plans to help clients optimize their financial lives and goals. Charles obtained a bachelor’s degree in economics from the University of California, Davis. He enjoys spending time with his wife and two sons — they love traveling to new places, going on family adventures, and checking out new coffee shops! He also enjoys making fresh pour-over coffee and spending time outside — especially skiing and trail running. Charles loves live music and watching soccer and football.