Charles Ho, CFP®
Specialties
Budgeting
Retirement Planning
Work/Life Balance
Contact / Connect
Latest Blog Posts
About Charles
Company
Bio
Charles Ho is a CERTIFIED FINANCIAL PLANNER™ located in Folsom, California. He has been in the financial services industry for over 13 years and is passionate about helping people align their financial habits and behaviors with what their values are. Having spent the majority of his career in the traditional brokerage firm and working with high net worth individuals, Charles left to pursue his goal of helping those the traditional financial services industry largely ignored: the vast majority of Americans live paycheck-to-paycheck and can't afford a $1000 emergency.
Outside of work, Charles enjoys camping with his family, playing baseball with his kids, and making breakfast every morning. He jokingly dreams of selling everything and traveling the country with his family in a motorhome!
Schedule An Intro Call
Want to hear more about how we can work together? Schedule a call below.