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Mini charlie haynor photo
Rayner & Haynor, A Division of United Capital Financial Advisers
Mill Valley, CA

Charlie Haynor

CFA®, MBA
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Meet Charlie

Introduction - Charlie Haynor
Introduction - Charlie Haynor
Fiduciary - Charlie Haynor
Fiduciary - Charlie Haynor
Investment Counseling - Charlie Haynor
Investment Counseling - Charlie Haynor
Video Transcripts

We at Rayner & Haynor, a division of United Capital, are dedicated to being valued partners to our clients, helping them achieve and maintain financial security, avoid unnecessary taxes and fees, and take advantage of opportunities in the investment, tax and legal landscapes. We do this by delivering a comprehensive Investment Counseling service on a fee-only basis while acting in a fiduciary capacity. Our portfolio managers, Charlie Haynor and Hugh…

We at Rayner & Haynor, a division of United Capital, are dedicated to being valued partners to our clients, helping them achieve and maintain financial security, avoid unnecessary taxes and fees, and take advantage of opportunities in the investment, tax and legal landscapes. We do this by delivering a comprehensive Investment Counseling service on a fee-only basis while acting in a fiduciary capacity. Our portfolio managers, Charlie Haynor and Hugh Ogilvie, are both Chartered Financial Analysts, each with over 20 years of experience acting as a fiduciary advisor.

Our service, which we call Investment Counseling, is a forward-looking endeavor that is not only about asset management but also includes tax, cash flow and estate planning considerations. We partner with our clients’ existing CPAs and attorneys or can refer experienced professionals as needed. Our clients benefit from our team approach with these professionals, which allows us to deliver a complete service to meet the wide variety of financial needs and questions they have on an ongoing basis.

The higher one’s net worth, the higher the stakes. Typically, wealth also adds complexity to tax and legal matters, making it even more important to have expert help from an advisor with interdisciplinary knowledge.

But watch what you pay – the marketplace is set up with high and hidden fees as the norm. High-fee products, for which the layers of fees can reach 2% to 3% per year and up, undermine one’s ability to achieve the ultimate objective of wealth building over an extended period – literally a lifetime. By contrast, paying a reasonable cost for expert advice grounded in proven methods reduces the chance of making poor investment decisions based on emotion and opens the opportunity for pursuing profitable tax and investment strategies.

By investing prudently towards specific objectives and maintaining a long-term view, we help our clients live their lives with less worry so they can enjoy life and take care of themselves in retirement and their families for generations to come.

Charlie Haynor, Managing Director of the Mill Valley office of United Capital, graduated from UC Berkeley with a BA in physics. Accredited as a Chartered Financial Analyst, he also has an MBA from the UC Berkeley Haas School of Business. Charlie and his wife live in San Rafael with their son and daughter.

Languages Spoken
French

Services offered

Investment Management
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Personal Lending

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

MBA
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