Charles W. Wise CFP®
Executive Vice President & Financial Advisor
As an Executive Vice President at Seventy2 Capital, Charlie provides a variety of services including money management, investment analysis, personal investment planning, college funding analysis, tax-advantaged securities investing, pension plan review and analysis, and estate analysis and planning. He believes the three keys to successful investing are establishing goals, determining risk tolerance, and prudent asset allocation.
Charlie has been a financial advisor since 1987 and spent decades building his career at Wells Fargo Advisors. He brought those relationships and expertise to Seventy2 Capital in November 2025.
Outside of work, Charlie enjoys spending time with family and fly fishing. He received his degree in Economics from the University of Virginia.