Charlie Haynor, CFA®

Managing Director

Charlie Haynor advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at United Capital Financial Advisors.

Charlie has 30 years of experience in the investment management industry, having joined Rayner Associates as an Analyst in 1990. He brings strong analytical and quantitative skills to the research team and portfolio management process, including a broad range of experience in a variety of planning areas.

He graduated from UC Berkeley with a BA in Physics. Accredited as a Chartered Financial Analyst® (CFA®), Charlie also earned an MBA from the UC Berkeley Haas School of Business. He is past President of the San Francisco Bond Club and a member of the Marin County Estate Planning Council and the CFA Society of San Francisco.

Charlie and his wife live in San Rafael with their son and daughter. Active in his community, Charlie serves as Treasurer for Grace Church of Marin and previously served on the boards of Food Runners and the Marin Boy Scouts.

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