Charles Mackay
EDUCATION
University of San Diego
Senior Financial Advisor
Partner
Charlie Mackay is a Senior Financial Advisor and Partner at Marine Street Financial. Since joining the firm in 2014, he has worked closely with individuals and families to help them navigate important financial decisions and pursue their long-term goals through thoughtful financial planning and investment management.
Prior to joining Marine Street Financial, Charlie gained experience in wealth management as a Branch Analyst Intern with Morgan Stanley Smith Barney. He brings a disciplined and client-focused approach to helping clients build, preserve, and manage their wealth with confidence.
Charlie graduated Magna Cum Laude from the University of San Diego with a Bachelor of Business Administration in Finance. He holds Series 7 and 66 registrations through LPL Financial and maintains a California insurance license (0K70939).
Charlie is also an active member of the La Jolla Golden Triangle Rotary Club, reflecting his commitment to community involvement and service.
Outside the office, Charlie enjoys surfing, cycling, staying active, and spending time with friends and family. He is an avid reader of The Wall Street Journal and is known around the office for keeping his plants thriving year-round.
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