Charles Fowler, CFA, CFP®, CAIA
Designations and Licenses
He is a Chartered Financial Analyst® (CFA) designate, a Certified Financial Planner™ professional and he holds the Chartered Alternative Investment Analyst (CAIA) designation.
Experience and Education
Charles focuses on understanding clients’ goals and expectations and implementing investment strategies and financial plans to help individuals and families achieve their personal financial objectives. He has more than 20 years of experience as a financial advisor and investment manager.
Prior to joining Mariner Wealth Advisors, he was a vice president and relationship manager at Atlantic Trust Private Wealth Management, where he provided advice and management for the investment portfolios of high-net-worth clients. Before working at Atlantic Trust, Charles was a vice president in the Private Client Group of the alternative investments firm Altegris Investments Inc. He also served as a vice president and financial consultant at Charles Schwab & Co., Inc. Charles began his investment career as a financial consultant with A.G. Edwards & Sons.
Charles has a bachelor’s degree in political science from Rutgers University and an MBA in finance and tax planning from San Diego State University. He is a member of the San Diego CFA Society.
Charles volunteers with San Diego Zoo Global.