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Charlie Gruys, CFP®, is a seasoned Wealth Advisor at Vector Wealth Management, where responsibilities include serving as a Financial Planning Specialist and contributing to the Advanced Planning Group to create integrated wealth management solutions. Prior to this role, Charlie gained extensive experience at Fidelity Investments as an Investment Consultant, Relationship Manager, and Financial Representative, focusing on financial planning and client service. Additional experience includes serving as a Jr Race Program Coach at Team Gilboa and roles at Vanguard as an Investment Specialist and Client Relationship Associate. Charlie holds a degree in Business with a focus on Finance and Economics from Montana State University-Bozeman.