Charles Mc Allister CFA, CAIA, CFP®

Charles Mc Allister is a financial professional with extensive experience and credentials in wealth management and financial planning. Here are some key details about him:

Professional Background

Charles Mc Allister is currently a Co-Founder at Centric Wealth Advisory, a position he has held since 2022.1 Prior to this, he was associated with Chrome Wealth for over 4 years, from January 2020 to the present.1

Qualifications and Expertise

Charles holds several prestigious financial certifications:

• Chartered Financial Analyst (CFA)
• Chartered Alternative Investment Analyst (CAIA)
• Certified Financial Planner (CFP®)3

These credentials demonstrate his expertise in various aspects of financial management, including investment analysis, alternative investments, and comprehensive financial planning.

Professional Focus

Charles specializes in lifetime financial planning. His approach likely involves creating long-term financial strategies for clients, taking into account various life stages and goals.

Career History

Throughout his career, Charles has held senior positions at several financial institutions:

• Sasfin Bank
• Quoin Wealth
• Chrome Wealth

Current Ventures

In addition to co-founding Centric Wealth Advisory, Charles is associated with the Chrome Wealth network. This network comprises independent practices that share knowledge, compliance, and IT costs to create comprehensive financial solutions for clients.2

Charles Mc Allister's LinkedIn profile can be found under the username charles-mc-allister-9619a116, reflecting his professional presence and networking in the financial industry.