meet

charlie

CFP®

personal financial management advisor

golden, co

bio

Charlie Pastor joined Intellicents in 2022 with a background in investment advising and personal financial planning. As a personal financial management advisor, Charlie assists individual clients with comprehensive wealth management and retirement planning strategies. Charlie brings half a decade of experience as a fee-only financial advisor. Between time as an employee assistance program advisor and founder of a registered investment advisory firm, Charlie has served clients with a wide range of personal financial circumstances. Originally from north of Denver, he has grown deep roots in the centennial state and currently serves on boards of the Financial Planning Association of Colorado and the University of Colorado, his alma mater.

education & certifications

Charlie earned a Bachelor’s degree in finance, accounting, and personal financial planning from the University of Colorado at Boulder. He holds the following designations:

  • Certified Financial Planner™ (CFP®)

  • Series 65 – Uniform Investment Advisor

my idea of

living the dream

Being able to work hard and play hard, including taking advantage of every powder day!

dream job

this is my

Being a difference maker in the lives of the people I serve. Seeing my clients’ eyes light up when they realize that they can reach their dreams with a little bit of planning is the most rewarding feeling!

this is how i

make it real

Hiking, camping, hammocking, SUPing, motorcycle riding, snowboarding – anything in the outdoors! Just as important is watching hockey. #GoAvsGo