About

Professional and Affordable Fee-Only Financial Planning

Charles W. Malsbury is a fee-only financial advisor and flat-fee investment manager located near San Francisco, CA.

 

ThinkPlanSave specializes in financial planning, and retirement planning to help clients reach their financial goals.

 

Charles W. Malsbury is a fiduciary financial planner who offers services locally in the San Francisco Bay Area as well as virtually.

 

Charles W. Malsbury is a member of NAPFA, XY Planning Network, and is a CFP.

Charles W. Malsbury, MBA, CFP®

charleswmalsburycfpMy goal is to help clients reach financial independence as quickly as possible.

 

I spent the last 12 years of my career in the investment management industry.  First at index provider MSCI, and later working for a local investment advisory firm for the last 5 years.  During this time, I saved aggressively so that I could fire my boss and start my own financial planning firm.

 

In addition to the Certified Financial Planner® designation, I have an MBA from San Francisco State University and an undergraduate degree from Cornell University. When not working, I spend my free time chasing 2 kids around.

Ready to become another success story?