Charlie Gruys, CFP®

Charlie Gruys is a Wealth Advisor in Minneapolis who helps clients make informed financial decisions with clarity and confidence. He believes financial planning should evolve alongside life’s changes, and scenario planning is at the heart of his approach. By helping clients evaluate major financial decisions before they become reality, Charlie provides insight into questions surrounding retirement timing, home purchases, Social Security claiming strategies, and other significant life transitions.

Charlie’s approach is grounded in listening, education, and proactive communication. He is passionate about helping clients understand the “why” behind financial decisions, empowering them to move forward with confidence and peace of mind.

Charlie joined the Minneapolis team in 2019 after serving as an Investment Consultant with Fidelity Investments. He has worked in the financial services industry since 2008 and began his career with the firm’s Advanced Planning Group before transitioning into the Wealth Advisor role. Charlie earned a Bachelor of Science in Business with a concentration in Finance from Montana State University-Bozeman and has been a CERTIFIED FINANCIAL PLANNER® professional since 2015.

Outside of the office, Charlie is dedicated to coaching and mentoring youth through sports. He coaches with the ski program he participated in as a child and enjoys sharing that experience with the next generation, including his own children. He is also actively involved in supporting the many sports and activities his children pursue. When he’s not on a field or ski hill, Charlie enjoys spending time with his wife, children, and golden retrievers at the lake, as well as exploring Minnesota’s many bike trails.