Charlie Pastor, CFP® is a full-time financial planner dedicated to overserving the underserved. He has a degree in Finance, Accounting, and Personal Financial Planning from the University of Colorado Boulder. His professional experience includes founding a Registered Investment Advisor firm dedicated to serving young professionals. Outside of writing for The Ascent, Charlie enjoys serving as political advocacy chair for the Financial Planning Association of Colorado.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial Areas of Expertise

Credit cards, Banks, Brokers, Mortgages, Insurances, Small business, Wealth management, Retirement, Personal finance, Taxes

Featured in Renowned Media Publications

• Journal of Financial Planning's Next Generation Planner

Professional Accomplishments

• Named BizWest's Boulder Valley 40 Under Forty
• Founded a Registered Investment Advisor firm
• Advocated for the Financial Planning Association in Washington, D.C.

Education

• B.S.B.A Finance and Accounting
• Personal Financial Planning from the University of Colorado at Boulder