Charles Fargo in

Charles Fargo

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Head of Product Partnerships at Wealthbox
📍 San Diego Metropolitan Area, United States

Charles is a FinTech product executive with over 20 years of experience building investment platforms and SaaS products for financial advisors. Currently Head of Product Partnerships at Wealthbox, he specializes in product strategy and vendor integrations. Colleagues describe him as thorough, a strong problem-solver, and an open communicator.

He holds a bachelors degree from the University of Southern California and has SIE and Series 66 certifications.

He was instrumental in developing the third-party technology integration strategy for TD Ameritrades Veo One platform.

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Experience
21 Years
Current Role
Head of Product Partnerships
Job Level
Mid-senior
Location
San Diego Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Charles cares about

FinTech Integrations
His career at Wealthbox, Advyzon, and TD Ameritrade has focused on building and managing the API integration ecosystem for advisor platforms.
Advisor Technology
He has extensive experience developing trading, rebalancing, and CRM tools for financial advisors at firms like LPL Financial and Wealthbox.
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Career

Work history

5-2022
Head of Product Partnerships
Wealthbox
9-2021 - 5-2022
Vice President of Product Management
Onramp Invest
8-2020 - 8-2021
Vice President of Product Management
Advyzon | yHLsoft, Inc.
4-2014 - 8-2020
Institutional Technology Product Manager
TD Ameritrade
7-2011 - 3-2014
Assistant Vice President - Advisor Technology Product Management
LPL Financial
In the press

Media appearances

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Education
Bachelor's degree
University of Southern California
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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