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Charles G
Series 66
Renton, WA
OSAIC
Charles Grass is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. He has worked at Royal Alliance Associates and Hornor Townsend & Kent Inc, and he also owns Grass Wealth Management LLC. In addition to his advisory work, Grass owns and manages a CPA firm, Grass CPA & Associates LLC, which provides tax preparation and accounting services. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios, utilizing model-based asset allocation and portfolio optimization.
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