Broker Check
Charles Morris,  CPA

Charles Morris,  CPA

LPL Registered Principal

Armed with over 42 years of combined experience as a wealth manager and a certified public accountant, Charles has a unique combination of skill and savvy to help business owners, individuals nearing retirement and high-net-worth families pursue their personal vision of success.

Before launching MLM Wealth Management in 2013, Charles was CEO of Charles Morris CPA Inc., which he founded in 1987. With this extensive experience of working with clients, Charles knows that by taking time to listen, asking open-ended questions, and obtaining a clear understanding of where his clients are today, he can help guide them towards a brighter tomorrow.

Charles has the ability to take complex situations, break them down into manageable parts and then craft tailor-made strategies to help clients make smart choices with their money. Leveraging his team of tenured and credentialed support specialists, Charles works collaboratively to instill confidence by providing professional guidance and comprehensive wealth management services to address near-term goals and long-term objectives.

Working with a fiduciary focus, it is Charles’ legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

Charles graduated from CSU Fullerton with a bachelor’s degree in accounting. He is a member of the American Institute of Certified Public Accountants and the California Society of CPAs.

Outside of the office, Charles enjoys spending time with his children Charles Jr., Lisa and Robert and his wife Rita. Charles also has a passion for alpine skiing, surfing, dirt bike riding, jet skiing, traveling and is a second-degree black belt in taekwondo.