Charlie Maxim began his career as a financial advisor in 1994. He earned the designation CERTIFIED FINANCIAL PLANNER™ professional in 1997 and maintains the ongoing continuing education requirements for this certification. Shared Vision Advisors was formed in 2001 to provide clients the benefits of independent research and advice through LPL Financial.
As a trusted advisor, Charlie is a coach for a select clientele, helping them implement and monitor customized financial strategies so they can pursue their goals and fulfill what is meaningful in life to them. Charlie takes a sincere interest in the well-being of each and every client, working together to make intelligent and informed choices about their money.
Charlie graduated from Wake Forest University with a BA degree, Cum Laude, in Economics.
Outside the office Charlie likes to play golf and tennis, travel, maintain physical fitness, and enjoy life with family. He and wife Robin are now empty nesters with their son Trevor in law school at USC in Los Angeles.