He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Charles started in the financial services industry in 2004. After working for Vantage Consulting Group from 2004 through 2017, Charles and another employee started Martello Investments with the goal of providing financial services to families and individuals. Charles is skilled at working with clients to understand and achieve their goals.