Charlie Pastor joined Intellicents as a Financial Consultant with a background in investment advising and personal financial planning. As a wealth management advisor, he assists individual clients with comprehensive wealth management and retirement planning strategies. Charlie brings experience as a fee-only financial advisor. Between time as an employee assistance program advisor and founder of an investment advisory firm, he has served clients with a wide range of personal financial circumstances. Originally from the Denver metro area, Charliehas grown deep roots in the centennial state and currently serves on the alumni board of the University of Colorado.
education & certifications
Charlie earned a Bachelor’s degree in finance, accounting, and personal financial planning from the University of Colorado at Boulder. Additionally, Charlie holds the following designations and previously passed securities exams:
Certified Financial Planner™ (CFP®)
Series 65 - Uniform Investment Advisor
my idea of
living the dream
Being able to work hard, play hard, and take advantage of ever powder day!
this is my
Being a difference maker in the lives of the people I serve.
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