Charles Warren is a principal and retirement plan consultant for Multnomah Group. He works with clients advising them on investment menu construction, investment manager selection, fiduciary governance, and vendor management.
Charles entered the financial services industry in 1998 after serving 10 years with the U.S. Marine Corps. He started his financial career working for a major Wall Street firm before establishing an independent investment advisory firm in 2005 with three other partners. Prior to becoming a principal of Multnomah Group, he was a partner of a Northwest firm that worked exclusively with corporate retirement plans.
Charles holds the Accredited Investment Fiduciary (AIF), Certified 401(k) Professional (C(k)P), and the Certified Plan Fiduciary Advisor (CPFA) designations in addition to the Series 65 securities registration.
P: (971) 270-2428