Charles Munro

Observing financial markets and the economy are my passion. They are what get me up in the morning

I have over 30 plus years of expertise as a financial advisor at both small and large firms. Along with 25 years of experience teaching economics and investment theory, the Lake Forest Graduate School of Management and other institutions.

I have successfully guided, retained, and increased the investments of 100s of clients from Millenials through Boomers.

I feel that my experience in financial markets, combined with my skills as an educator, gives me the ability to break down market and economic events into easily understandable terms, which helps me to guide them through their individual financial journeys. Here’s what’s happening, and here’s our plan to address it.

I am an experienced public speaker on investing and the economy to different groups, such as Rotary Clubs, the Lake Forest Alumni Association, and local television, including Terry Savage.