OUR DEDICATED TEAM
Charles started Forthright Capital Partners with three other partners with a goal of practicing transparency through the firm. Charles is a Fiduciary Financial Adviser who always puts his clients’ interests first and understands the value of having a personal financial advocate.
Charles started his career in 2012 with Transamerica where he established a wealth management firm across three states and oversaw a sales force of nearly 90 advisers. Charles ventured into financial planning in 2015 where he found his passion helping educators with their financial journey.
Over the last 8 years, Charles has helped hundreds of teachers and public employees reach their financial goals. Having worked in various capacities within the financial services sector, Charles brings a comprehensive approach to wealth management with his clients.
Charles is a regular contributor to major news outlets like NBC, FOX, CBS, and is regularly invited to lecture at College of Southern Nevada (CSN) and University of Nevada, Las Vegas (UNLV). Charles holds his Series 65 license and Life & Health license. Charles has completed course work in Retirement Planning, Estate Planning, Social Security & Medicare, Tactical Portfolio Management, Generational Wealth Planning, and Fixed Income Strategies.
Charles sits on the Executive Board of the Young Leaders Society where he coaches young philanthropists on how to create lasting impacts on the community.
Outside of Forthright, Charles and his wife Eileen take care of their four-legged child, Tofu the Golden Retriever. Charles is a staunch lover of Anime and Horror Movies. “Traveling for Food” is a major driving force for why Charles works hard.