Charles Fox

San Francisco Bay Area, CA, USA

​As a financial advisor at Baker Brose & Mitsutome Wealth Management, I help people make financial decisions that are aligned with their goals and risk tolerance.  I strive to help people understand the relationship between expenses and capacity to take risk. 

​ I graduated from Princeton University in 2013 with a degree in Operations Research and Financial Engineering.  I also earned a varsity letter for competing as a member of the wrestling team.  

Shortly after graduating, I coauthored “Controlling portfolio skewness and kurtosis without directly optimizing third and fourth moments”.  I would like to write additional papers and am actively seeking co-authors to work with. Areas for potential research include planning strategies, investment risk factors, portfolio construction, and the effects of wealth index investing.

As a National Social Security Advisor certificate holder, I strive to think outside the box in reviewing Social Security claiming options.  ​I am also a CFA® charterholder.