Hi, I'm Charley 👋
founder of Wealth Being Advisors.

When I was seven, someone gifted me a single share of EA Sports stock. It wasn't just that they made my favorite video game "NHL 2001" but that I "owned" part of it. That small moment sparked a lifelong curiosity about money, ownership, and the future.

My path started taking shape in college, where I majored in Finance and helped manage the only fully algorithmic endowment fund at the time. From there, I joined one of the largest wealth management firms in Los Angeles, working on a research team that oversaw $3 billion in assets. I later moved into a Financial Advisor role, personally managing over $250 million in client portfolios.

While I valued the experience and the clients, I kept thinking about the people who weren't being spoken to. People more like me. The questions I had. The stage of life I was in. That's when the vision for Wealth Being Advisors started to take root.

After a serious injury playing collegiate hockey, I was forced to slow down and focus on healing, physically and mentally. That recovery journey changed how I thought about wealth. It's not just about accumulation, it's about balance and alignment. That experience continues to shape how I show up for clients today.

I started Wealth Being Advisors to help the next generation of passionate, hardworking professionals plant the seeds for their own dreams. I believe money should support your life, not control it or distract from it.

I'm not here to sell you a cookie-cutter plan. My goal has always been to create something meaningful, something that actually improves people's lives. I'm here to listen, ask better questions, and help you connect your money to what really matters. The work I've done on myself, the clarity I've gained, is the same kind of transformation I want for my clients.