Charlie Tongate

Charlie is a proud Marine Corps veteran driven by purpose, discipline, and service. The Marine Corps taught me that no mission is accomplished alone—a mindset that shapes how he approaches both life and work as a financial advisor.

Charlie works closely with each client to understand their values, priorities, and long-term vision. By combining thoughtful strategy with a trusted network of professionals, Chalie help individuals, families, and business owners build financial plans designed to provide clarity, confidence, and long-term stability.

Outside of his practice, Charlie enjoys spending time with his wife, staying active through pickleball and Brazilian Jiu Jitsu, and getting outdoors whenever possible.

Charlie is passionate about helping people build a strong financial foundation and live intentionally, and he welcomes the opportunity support your financial wellness goals