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Charles Kerl, CFP®

First Vice President | Investing with Impact Director | Financial Advisor with Morgan Stanley

Charles Kerl, CFP®, is a seasoned professional running a renowned wealth management practice with a specialized focus on sustainable investing strategies.

With a clientele comprising conscientious and ambitious individuals, Charles tailors financial solutions for mid-to-late career executives and managers in the tech, clean energy, and legal sectors.

He defines sustainable and impact investing as a method of aligning investments with personal values, offering tailored solutions including excluding certain industries, supporting diverse leadership, and backing companies addressing global environmental and social challenges.

Implementing a goals-based financial planning approach, Charles and his team ensure thorough discussions on aligning investments with long-term objectives before any financial commitments.

Specializing in stock options planning, compensation program analysis, real estate investments, and charitable planning, Charles's team employs a rules-based, tax-sensitive investment strategy.

His consultative approach aims to simplify financial management, providing clients with more time to focus on their passions and strengths.

Charles Kerl holds a Financial Planning Certification from the University of St. Thomas - Opus College of Business and a B.A. in Political Science & Public Relations from DePaul University, complemented by studies at Saint Paul Academy.

Previously associated with prestigious establishments like Morgan Stanley, Hotel Palomar Chicago, and Four Seasons Hotels and Resorts, Charles Kerl brings a wealth of experience and expertise to his practice.

To schedule an introductory call or video chat with Charles Kerl, visit the provided link.

NMLS ID# 2095420

Charles Kerl, CFP®
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Location

San Francisco Bay Area