951.779.1124 x 113
Charles is a Plan Administrator for American ESOP Advisors LLC (AEA). He graduated with honors in 2012 from University of California, Riverside, attaining a Bachelors degree in political science with an emphasis on International Affairs. Before joining AEA, he gained valuable experience working at Beacon Pointe Wealth Advisors as a Client Account
Charles is originally from China, but has lived in the Inland Empire since 2005. In his free time, he enjoys reading, jogging, and spontaneous travel, as well as playing piano, training in Chinese martial arts and writing fictional stories.
- Client Account Manager for Beacon Pointe Wealth Advisors
- University of California, Riverside
Bachelors Degree in Political Science with an emphasis on International Affairs