Charles Hinde, CFP®

Charles approaches financial planning with intentionality, curiosity, and a strong respect for the responsibility clients place in him. He enjoys digging into the details, thinking through different scenarios, and helping people understand not just what their options are, but why certain choices may make sense for them. He believes great planning works best when it’s clear and realistic, not overcomplicated.

At Heritage Investments, Charles serves as a Wealth Manager and is part of the firm’s Investment Committee. He works closely with clients and the advisory team on investment strategy and long-term planning, bringing a disciplined, analytical mindset while keeping it grounded and practical.

Charles graduated Magna Cum Laude from the University of Missouri with a degree in Finance and Economics. He began his career at Fidelity Investments where he developed a strong foundation in market analysis and earned his Certified Financial Planner™ designation, before joining Heritage in 2018.

What Charles enjoys most is helping clients think through decisions carefully and seeing how small, disciplined choices can add up over time. He believes good planning comes from understanding the full picture and taking the time to get it right, rather than reacting or chasing quick answers.

Outside of work, Charles enjoys golfing, snow skiing, traveling, and spending time with his family.