Charles B. Brown, CFP®
Charles Brown is an independent financial advisor and CFP® based in Naperville Illinois. Charles specializes in tax planning, financial planning and tax efficient portfolios for individuals and families in the top tax brackets. Charles has been a financial advisor for over a decade and is currently part of the advisory team at M. Brown Financial Advisors. Prior to becoming a financial advisor, Charles was an independent derivatives trader in New York City for 11 years. With around 75 households as clients, Charles has the time and resources to gain a deep understanding of each clients’ financial situation.
M. Brown Financial Advisors consists of five advisors and two support staff - combined assets under management are over $280 million. The focus of the firm is to provide sophisticated investment management, financial planning and insurance services.
Independent Financial Advisor
Why Work With A
CFP® Professional?
CERTIFIED FINANCIAL PLANNERTM certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow