Christy Charles, CFP®

Senior Director Client Services

Ms. Christy Charles serves as a Senior Director for Validus Capital. 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. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2022.

Prior to working in the finance industry, Ms. Charles worked in the technology industry, where she assisted with user experience testing, web design, and customer service.

Christy attended the University of California, Riverside and received a Bachelor’s Degree in Anthropology and a minor in Sociology.