Broker Check

Kathleen Charles

(925) 310-4974

As a primarily Fee-Only Certified Financial Planner we proudly act as a Fiduciary for our clients. This means we have a legal obligation to put our clients’ interests before our own, to hold ourselves to high standards of transparency and accountability, to protect our clients’ wealth as much as possible, and to work in the clients’ best interest. As Certified Financial Planners we take seriously the CFP® Code of Ethics and Responsibility.