Charlie Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director

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Charles (Charlie) Duncan, CFP®, AIF®, ChFC® has over 35 years of experience in the financial services industry. He received his bachelor’s degree in Business Administration from the University of San Diego (USD) and holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC®) designations. As the father of a son who has autism, Charlie serves on the Board of Directors of Beacons, Inc., a nonprofit that provides vocational, recreational and social services to young adults with developmental and intellectual disabilities.  He is actively involved with a number of other charities, including the HALO Foundation (Helping Autism Through Learning Outreach). Charlie also serves on the USD Sports Banquet Committee, helping raise tens of thousands of dollars each year to benefit scholarship programs for underprivileged scholar-athletes.


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