Charlene brings over five years of experience in financial planning, having worked closely with financial advisors in an advisory support role. Her hands-on expertise has been helpful in strengthening the back-office operations at Affinity Private Advisors. With a bachelor’s degree in business administration, majoring in executive resource management. Charlene is also on the cusp of completing her master’s in business analytics, further enhancing her strategic and analytical skills to better serve our clients.