I like the analytical aspects of wealth management, and the ever-changing nature of the business. It’s important to me to help our clients achieve financial peace of mind. When I’m not in the office, I enjoy cooking new dishes and reading, especially mysteries and science fiction. I also am fond of building my own creations using LEGO® bricks.

 
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René de Charon, CFP® 

René de Charon, CFP® is a financial advisor and founding principal of Wealth Quest Partners, Inc., the successor organization to Harrison-de Charon, LLC.

René graduated from San Diego State University with a Bachelor of Science degree in Business Administration, graduating magna cum laude with distinction in Financial Services. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1999.

He has over 30 years of experience in the financial services industry. René spent 11 years in commercial banking in both auditing and operations. He also worked as a loan officer and branch sales manager in mortgage banking.

René has been named one of the Best Five Star Wealth Managers by San Diego Magazine for multiple years and served on the board of directors of the San Diego Chapter of the Financial Planning Association (FPA) for several years.