As a Wealth Advisor and Coach, Charley Edson helps his clients succeed in cultivating their financial, physical, and mental wealth-being.
Charley began his career in wealth management at Signature Estate & Investment Advisors as a Research Analyst, where he helped oversee $3 billion in assets. He later transitioned to a Financial Advisor role, personally managing $250 million in client assets. Charley always believed that true wealth goes beyond numbers—it's about embracing a holistic view of well-being and *wealth-being*.
It was during a pivotal moment in his own life that Charley realized true wealth isn't just measured by numbers, but by the balance of mind, body, and purpose. After a serious injury playing collegiate hockey, and his subsequent journey to improve both his physical and mental health, he continually works to discover who he is as a person and on his life's path.
Through a comprehensive approach, Charley begins by building a strong foundation of trust with his clients, discovering their "why," passions, goals, and what makes them unique. From there, he creates a personalized plan to help them achieve those goals—utilizing creative financial planning, customized investment management, and wellness check-ups to ensure their physical, mental, and financial well-being stay on track.
As a business owner himself, Charley understands the many demands of modern life and the challenges of finding balance. His career has taken many twists and turns—from wealth management to trading commodities in Chicago, to web development in commercial real estate—before he found his true path, leading to the creation of Wealth Being Advisors.
Charley is a Certified Financial Planner, earning his designation in 2021. He has also worked extensively with his life and business coach to develop his unique approach to wealth-being.
Born and raised in Hermosa Beach, California, Charley still resides in the South Bay with the love of his life, Daniela. He enjoys soaking up the sun, playing beach volleyball, golfing, biking along the strand, and playing hockey. In rare moments of stillness, you can find him reading, playing guitar, cooking, or deepening his meditation practice.
Charley is now fully aligned with his soul’s path and works daily to cultivate wealth in all aspects of his life. How can he help you?
Discover how to remove the anxiety around your finances, kickstart your physical health, or create space for your well-being.