As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for my clients.

I worked for 9 years with Morgan Stanley before joining A.G. Edwards in 2005 (a predecessor firm of Wells Fargo Advisors). I graduated from Kaplan University Summa Cum Laude with a membership in the Alpha Beta Kappa National Honor Society and a degree in Business Administration. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER^TM(CFP®) practitioner certification from the College for Financial Planning. For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Although I offer brokerage accounts with a traditional commission platform, when appropriate I prefer using fee-based account management which aligns your best interests with mine. With a fee-based account, in lieu of commissions, annual account fees, custodial fees, etc., I am paid a percentage of the value of the assets in your account.

Away from the office, I feel most at home with a fishing pole in my hands. I have been an active angler for over 50 years. I also enjoy spending time with my son, his wife and my three grandsons.

The fees for advisory programs are asset based and assessed quarterly in advance. Fees include advisory services, performance measurement, transaction costs, custody services and trading. Advisory accounts are not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is between $25,000 to $200,000.

Securities Registered in the following states: AL, AZ, CA, FL, ID, IL, IN, NC, NV, OH, OR, PA, TX, WA,

Insurance licensed in the following states: California Insurance Lic. # 0B89530, Resident State CA, OR, TX, WA

CHARLES ADAMS: Financial Advisor: Wells Fargo Advisors Financial Network, LLC