Charles W. Malsbury, MBA, CFP®
My 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.