Charles Angle, CFP®

Financial Planning Associate

About Charles

Charlie joined Summitry in 2017 as a Financial Planning Associate. Charlie has been working across various industries since 2009. Prior to joining Summitry, Charlie was a Private Client Advisor within Bank of the West Wealth Management, specializing as a planner/advisor for the bank’s French expatriates. Charlie graduated from the University of St. Andrews (Scotland) with his Masters of Arts in Sustainable Development (emphasis in Management) in 2009.

Charlie is a native San Franciscan, Charlie is happy to have come back to the Bay in 2012. In his time off, Charlie enjoys reading, watching rugby, training to get back into triathlons and finding new hole-in-the wall restaurants.

Q & A

  • What does “living your best Bay Area Life” mean to you?

    Having access to doing anything you want and still being able to discover something new. From going on hikes with some Aussie friends, to participating in a talk about global affairs followed by wandering into a basement jazz bar attended by eclectic personalities. Making sure you take advantage of what the Bay has to offer leads you to “living your best Bay Area Life”.
  • Discuss a personal accomplishment that you’re particularly proud of.

    Finishing an Olympic length triathlon with a fractured patella (kneecap) and passing the CFP!
  • Three words to describe the Bay Area.

    Hit like Barry, score like Jerry.
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