Christy Charles, CFP®

Senior Director, Client Services

Ms. Charles serves as a Senior Director of Client Services at Validus Capital, where she works with new and existing clients, assisting them with all day-to-day account inquiries. She helps manage client relationships and supports all facets of the advisory process and client experience.

Prior to joining Validus Capital, Ms. Charles was a Director of Client Services at Camden Capital. Before working in the finance industry, Ms. Charles worked in the technology industry, where she assisted with user experience testing, web design, and customer service.

Ms. Charles attended the University of California, Riverside, where she received a Bachelor’s Degree in Anthropology and a minor in Sociology. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2022.