Advisor
Charles R. Sterling
“Pike”
Charles was born in Indiana, in 1983. He attended Kendall Elementary School in Washington, DC then he transferred to Montgomery County Public School in MD for 1st to 7th grade Desiring the opportunity to play sports and experience dormitory life, Charles decided to enter Maryland School for the Deaf [MSD] for high school education.
Graduating from MSD in 2001, Charles applied and entered Rochester Institute of Technology [RIT] to pursue a Bachelor in Business. Charles completed a Bachelor in Business Management in 2005 and took a break to work and ponder for the next plan. Heeding to advice from someone about pursuing graduate degree, Charles decided to enter RIT again for MBA in Finance in 2006 and completed the MBA in 2007. During Charles’ time at RIT, Charles was involved with NTID Student Government as vice president, senator, and president. He was involved with Brickfest Committee for ’03, ‘o5, and ’07 for event planning.
In 2007, Charles met Joshua in RIT and Joshua invited Charles to join Schwarz Financial Services. Charles found that Schwarz Financial Services is the place for his future, he joined Schwarz Financial Services in January 2008. During Charles’s time at Schwarz Financial Services, he received his investment licences, tax preparation certification, financial planning training, and specialization in a non-profit organization. Louis Schwarz taught decades of his knowledge into Charles. In 2016, Louis officially retired from SFS and passed the responsibility of SFS to Charles.
Charles is married and lives in northern Virginia. He and his wife have 2 deaf sons. Charles enjoys activities that are related to water such as water skiing, swimming, diving, boating, sailing, and bathing. Traveling is a pleasure that Charles’s family likes to do every year when possible, going to out of country or to a warm place in the USA.
Charles’s philosophy for investment can be summed to this: