Charles Fowler Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
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Charles Fowler Location
- San Diego, CA, US
Charles Fowler Work
- Senior Wealth Advisor @ (August 2015 - Present)
- Vice President-Relationship Manager @ Atlantic Trust Private Wealth Management (a CIBC Company) (February 2014 - February 2015)
- Investment Advisor @ (August 2013 - January 2014)
- Vice President Private Client Group @ (February 2010 - August 2013)
- Vice President-Financial Consultant @ (May 2002 - January 2010)
Charles Fowler Education
- San Diego State University
MS (Finance & Tax Planning)
2003-2006 - Rutgers University
BA (Political Science)
1989-1994
Charles Fowler Skills
- Alternative Investments
- Chartered Financial Analyst
- DCF Valuation
- Financial Analysis
- Financial Modeling
- Financial Planning
- Investments
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- PowerPoint
- Retirement Planning
- Series 63
- Strategic Financial Planning
Charles Fowler Summary
- Charles Fowler, based in San Diego, CA, US, is currently a Senior Wealth Advisor at Mariner Wealth Advisors. Charles Fowler brings experience from previous roles at Atlantic Trust Private Wealth Management (a CIBC Company), Pure Financial Advisors, Altegris Investments, Inc. and Charles Schwab. Charles Fowler holds a 2003 - 2006 MS in Finance & Tax Planning @ San Diego State University. With a robust skill set that includes Alternative Investments, Chartered Financial Analyst, DCF Valuation, Financial Analysis, Financial Modeling and more. Charles Fowler has 3 emails and 2 mobile phone numbers on RocketReach.
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