Charlie Bennett
CERTIFIED FINANCIAL PLANNER®
I grew up in the financial services industry with my parents running an insurance marketing company. After graduating from USC with a degree in economics, I worked for the family business where I recruited financial advisors and helped them with case design for their clients. Through this experience, I acquired my CERTIFIED FINANCIAL PLANNER® designation.
Before Inflection Advisors, I ran my own company selling a patented insole of my own design. I wanted to get back into the financial services space because I missed the personal relationships which are not present in ecommerce. A chance meeting with Greg led to the opportunity to join Inflection.
Outside of work, I enjoy the thrill of mountain biking, the agony of golf, and the wonder of travel. I live in Los Angeles with my wife, Leila, and our cat, Loquat.
Deep Dive
Hometown - Santa Barbara, CA
Dream vacation - Puglia, Italy
Favorite finance quote - “It's not about timing the market, but about time in the market.”