Charles Wareham

Charles is an experienced investment manager and financial advisor with more than 30 years of industry experience. He specializes in college funding, retirement planning, estate planning, and investment portfolio design, and is recognized as a trusted resource for families and financial professionals.

Charles is considered one of New England’s leading authorities on college funding and serves as an Elite Advisor with Power of Zero, where he helps families develop tax-free retirement strategies and trains other advisors in this area. Throughout his career, he has helped thousands of families and built many long-standing client relationships.

Charles began his career with American Express Financial Advisors in 1992 before establishing an independent practice through LPL Financial in 2005. In 2013, he led the transition to Vaylark Financial Services, where he continues to provide leadership and strategic guidance.

Outside of his professional work, Charles enjoys spending time with his family, sailing, photography, and music.