Charlie H. Koch, MBA, CFP®, CPWA®

Approach

Charlie believes strong personal relationships are what make technical planning work. He specializes in helping business owners — particularly McDonald's franchisees — and high-net-worth families build, protect, and transfer wealth across generations, from cash-flow and accumulation strategies to exit and transition planning.

Background

Charlie began his career in financial services at 19 and joined Quantum at 21 while finishing his degree in personal financial planning at Kansas State University, earning his Series 7 and 66 along the way. He went on to earn an MBA from Baker University (2010), his CFP® (2010), and his CPWA® (2018), and spent more than a decade at Prism Financial Group serving McDonald's franchise owners before returning to Quantum as a Partner and Senior Wealth Advisor in 2026.

Beyond the office

Charlie lives on some acreage south of Kansas City with his daughter, Katie, and Australian Shepherds, Beau and Stormi. In his spare time, he enjoys making craft cocktails for guests at his home bar, woodworking, and doing home improvement projects. He also enjoys cooking, hosting, and traveling with his significant other, Rochelle.

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