Charles Sherry is a Director within the Institutional Education Group at Blue Ocean Global Wealth and the founder of Financial Jumble, a consulting firm that provides resources and market commentary to financial advisors. He authors Advisor Talking Points for Horsesmouth.com and regularly appears on Advisor Radio. Prior to joining Blue Ocean Global Wealth, he was a Senior Researcher at the Charles Schwab Center for Financial Research (SCFR). A Professional Writer at SCFR, Charles authored the highly rated Schwab Market Update. His consulting partnerships include engagements with WealthCounsel, Janus Capital, BMO Capital Markets, and Invesco.
Charles is passionate about leveraging communication to improve the client experience. He oversees our monthly market commentary and supports our national educational outreach programs. Charles and his team publish research, interviews, and white papers. Charles is the Director of Membership and serves on the Board of Directors of the Colorado Financial Planning Association. He earned his Masters in Finance and a B.S. in Economics from Louisiana State University.
Charles’s mantra is "When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left, and could say, 'I used everything you gave me'" (Erma Bombeck).