About Xpand
Financial Guidance Built on Experience, Independence & Trust
Leadership and Experience
Charles brings more than 25 years of experience in finance, investment management, financial analysis, and education.
Throughout his career, Charles has lived and worked across seven countries, gaining a broad perspective on financial markets, investing, and the financial decisions individuals and families face.
He holds an MBA in Finance and Investment, the CFA® charter, and the CMA certification. Charles also has extensive university-level teaching experience and has trained professionals in executive finance programs. He is also an active volunteer with CFA Institute.
At Xpand, Charles applies this experience directly to each client through personalized financial planning and investment management.
Founder & President | Xpand Investment LLC
How we serve our clients
Advice Centered on You
As a fee-only fiduciary, we don't earn commissions from the investments or financial products we recommend. Our advice is guided by your goals, circumstances, and best interests.
Clear Guidance
Financial Advice You Can Understand
Complex financial decisions don't need to feel complicated. We explain our recommendations clearly, helping you understand not only what we recommend, but why.
Coordinated Planning
Your Financial Life, Working Together
Investments, retirement, taxes, insurance, estate considerations, and other financial priorities shouldn't be viewed in isolation. We bring them together into one coordinated strategy built around your goals.
Fiduciary Commitment
Let's Talk About Your Financial Future.
Schedule a complimentary 30-minute consultation to discuss your financial goals, ask questions, and discover how Xpand can help.