Charles Wan, CFP®

I began my career in the financial services industry as a financial advisor on a wealth management team at Merrill Lynch. After more than two years, I decided to pursue a more holistic approach to advising — one that focuses on comprehensive financial planning and a deeper involvement in every aspect of a client's financial journey. I am passionate about continuing to serve the hard working individuals and families of our community.

Learn more about Charles

I grew up in Ann Arbor, Michigan and studied finance at The Ohio State University.

have been with my best friend and partner in crime, Jessie, since my junior year at Ohio State. She's my biggest supporter and a major reason why I'm here today!

Jessie and I rescued our first dog, Jersey, in May 2025.

A perfect Friday night for us is a trip to Costco.

Reading has always been a big part of my life. The book that changed everything was Lunch Money by Andrew Clements. Ask me about it the next time you see me!

Savory beats sweets every time (sorry Todd).

The glass is always half empty vs. half full (sorry again Todd).

According to Spotify Wrapped, my listening age is 47. I primarily listen to rock but dabble with classical piano, country, and swing jazz.

I'm a huge Star Wars nerd and love watching college football, collecting unique watches, and strength training.

My bucket list travel goal is to do a trip across all of Asia.

My Certification Charles' LinkedIn

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