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Charles H
CFP®, Series 66
Folsom, CA
Legacy Builders Financial, LLC
Charles Ho is a financial advisor at Legacy Builders Financial, LLC in Folsom, CA, holding CFP® and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Origin Financial, Charles Schwab bank, Charles Schwab, and Morgan Stanley & Co. LLC. Outside his advisory work, he is CEO and owner of two corporations focused on real estate investment. Legacy Builders Financial serves individual and high-net-worth clients with discretionary investment management, comprehensive financial planning, and financial coaching focused on budgeting and debt reduction. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, alongside fundamental and technical analysis, and implements client portfolios directly or through third-party managers.
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