Charles Wray,

Education

• B.S. Personal Financial Planning – University of Missouri

Professional

Charles is a dedicated financial advisor with a deep understanding of the complexities of the financial market. He listens to his clients needs and concerns, ensuring that their financial plans are tailored to their unique circumstances. He carefully evaluates his clients’ risk tolerance, time horizon, and financial goals to develop a customized investment approach. By engaging with his clients on a personal level, he gains insights into their values, priorities, and how their personal circumstances relate to their financial decisions. Charles provides guidance that considers the bigger picture, ensuring that clients’ financial plans align with their overall well-being and life aspirations.

Personal

Charles is currently engaged to be married and is looking forward to spending time with his future wife. He also enjoys playing golf, traveling, experiencing new cultures, and spending time with his family and friends.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.