Charlie Murin CFP®
What inspired you to choose wealth management as a career?
Wealth management provides an excellent opportunity to not only satisfy my need to be analytical, but also presents opportunities to build meaningful relationships with people. It is a career where you can make a major impact in the lives of the clients you serve.
Why did you choose to be part of the BDF team?
I knew that I wanted to be able to work with a wide variety of people. At BDF, I get to learn from experienced advisors while working on a wide breath of projects for clients.
What is the one thing you wish every person knew when making financial decisions?
It is important to have specific goals that you are working towards, and a strategy to get there. When you know what you are working towards it will help you to stay the path when life inevitably throws you a curveball.
What does “Helping people make sound decisions to enjoy a full life” mean to you?
It means helping every client not only come up with their personal definition of ‘financial security’ but helping them to stay the path when times get tough. When people are bombarded with headlines and statistics by the media, they need someone that they trust has their best interests in mind to help them keep a level head.
What do you enjoy most about being a part of the BDF team?
I love the “open door” nature of the BDF culture. No matter how busy someone may be, they are always willing to take the time to help out someone else at the firm. It is very difficult to truly do your best work when you are on your own, but at BDF you are a member of a team.