Charles Moran, CFP®, CRPS
Retirement Plan Advisor
Charles Moran brings more than six years of experience to his role as a retirement plan specialist at BAM Advisor Services.
As part of BAM Retirement Solutions, he is the main point of contact for the firm’s retirement plan clients and provides retirement plan participants with investment education by facilitating group meetings and one-on-one consultations.
Prior to coming to BAM, Charles worked at Edward Jones in retirement planning.
He is a graduate of Missouri State University with a bachelor’s degree in business. He completed his CERTIFIED FINANCIAL PLANNERTM certification in 2010 and is a Chartered Retirement Plan Specialist.
Outside of work, Charles has been an active community volunteer since high school. Currently, he mentors teens as a longtime volunteer with Big Brothers and Big Sisters of Eastern Missouri.