Professional and Affordable Fee-Only Financial Planning
Menu
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®
My goal is to help clients reach financial independence as quickly as possible.
Before I went out on my own to start ThinkPlanSave.com I spent 12 years in the investment management industry. First at index provider MSCI, and later working for a local advisor for 5 years. During this time, I saved aggressively so that I could fire my boss and start my own financial planning firm where I can run it the right way.
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?
