Charles joined LFA in 2021, bringing with him over five years of experience in finance, with three of them as a successful licensed banker at JPMorgan Chase & Co. Having specialized in small business during his time at Chase, he has worked closely with local business owners with various levels of financial complexity. He prides himself on possessing a broad knowledge of financial services and a history of excellent customer service. In his spare time, Charles enjoys staying active by hiking, going to the beach, and traveling to new places.
LPL Registered Sales Assistant. CA Insurance Lic# 0M49203