Matthew Charles, CFP^®

Designations and licenses

He is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Matthew works closely with individuals and families to deliver thoughtful, personalized financial advice aligned with their long-term goals. His focus includes retirement planning, tax strategy, estate planning and portfolio construction, with experience working alongside small business owners and clients with more complex planning needs.

He brings a creative and solutions-oriented approach to planning, especially in areas such as charitable giving strategies and estate planning design. Matthew values building long-term relationships with clients and serving as a trusted resource as their financial lives evolve, while also working with future generations to help build financial awareness and long-term stewardship.

Matthew joined Mariner in 2016 and has 10 years of experience in the financial services industry. Having progressed through several roles within the firm, he has developed a strong technical foundation and a well-rounded perspective on the client experience.

Matthew has a bachelor’s degree in business administration with double majors in financial planning and economics from Creighton University.

Personal interests

Away from the office, Matthew enjoys traveling and has a passion for exploring new places and cultures around the world. He is an avid skier, sports enthusiast, and enjoys following college basketball and the Denver Broncos.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.