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Charles H
CFP®, Series 66
Folsom, CA
Legacy Builders Financial, LLC
Charles Ho is a CFP® with 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank before founding Legacy Builders Financial, LLC in 2017, where he currently serves as the sole advisor. Outside of his advisory work, he is the CEO of two corporations established for real estate investments. Legacy Builders Financial is an independent registered investment adviser serving individual clients across a range of wealth levels. The firm provides tailored investment management, comprehensive financial planning, and short-term financial coaching, typically constructing passive portfolios supplemented by various analytical approaches and collaborating with third-party managers.
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