PRINCIPALS

Charles “Skip” Wise, Principal

Skip has spent 19 years as a financial advisor to wealthy individuals: 9 years as their income and estate tax advisor, and 10 years as financial planner. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM Professional.

Skip graduated from the University of California at Davis and also holds a Masters of Administration in Finance and Accounting from that same institution. He currently serves on the Board of the Institute for Educational Advancement, a non-profit dedicated to helping talented youth realize their full potential.