Charles Bollard

Charles Bollard joined Pure Financial Advisors in 2026, bringing more than eight years of experience in the financial services and wealth management industry. Prior to joining Pure, Charles spent six years with Fidelity Investments, most recently serving as a Lead Financial Consultant, where he worked with individuals and families on retirement planning, investment management, tax-efficient strategies, and other aspects of their financial lives.

Before joining Fidelity, Charles worked at Goldman Sachs as a Financial Services Analyst.

Charles earned his Bachelor of Science in Business Management from Utah Valley University. He is a CERTIFIED FINANCIAL PLANNER® professional and previously held the FINRA Series 7 and Series 66 licenses, as well as a California Life & Health Insurance Producer License.

Outside of work, Charles enjoys spending time with his wife and two children, traveling, reading, cooking, and spending time outdoors.