Charlie Murin CFP®
What inspired you to choose wealth management as a career?
Wealth management provides an excellent opportunity to not only build meaningful relationships with clients and also satisfy my need to be analytical It is truly a career where you can make a major impact in the lives of the clients you serve.
Why did you choose to be part of the BDF team?
I knew that I wanted to be able to work with a group of people that put always doing the right thing for clients ahead of anything else. At BDF, I get to be a part of on a team with diverse backgrounds while working on a wide breath of projects for clients.
What is the one thing you wish every person knew when making financial decisions?
It is important to have specific goals that you are working towards, and a strategy to get there. When you know what you are working towards it will help you to stay the path when life inevitably throws you a curveball.
What does “Helping people enjoy a full life” mean to you?
It means helping every client not only come up with their personal definition of ‘financial independence’ but helping them to stay the path when times get tough. When people are bombarded with headlines and statistics day in and day out, they need someone that they trust has their best interests at heart to help them keep a clear head. I love helping clients find peace of mind in decisions large and small through meaningful context to their lives and families.
What do you enjoy most about being a part of the BDF team?
I love the “open door” nature of the BDF culture. No matter how busy someone may be, they are always willing to take the time to help out someone else at the firm. It is very difficult to truly do your best work when you are on your own, but at BDF you are a member of a team.
Charlie enjoys examining the finer details that make every client’s situation unique. Wealth management is a very personal and often emotional process, and there is no such thing as a “cookie cutter” solution. Understanding what makes a client’s situation unique and what really matters to the client can profoundly impact the best steps to take to help them reach their goals.
In addition to serving clients as a member of the BDF Wealth Management Committee, Charlie sits on the firm’s Financial Planning Committee, which is responsible for educating the BDF team on financial planning topics and improving the team’s multifaceted planning process. Charlie’s role on the committee focuses on coordination with industry professionally from Insurance, Estate, and Tax backgrounds and as the in-house subject matter specialist to improve the team’s ability to provide personalized and proactive advice to clients. Additionally, Charlie works closely with the firm’s technology department to continually ensure that the team is equipped with industry-leading tools.
Charlie Murin joined BDF LLC in 2015. Before coming to BDF, Charlie earned a Bachelor of Science from the University of Illinois in Agriculture and Consumer Economics with a concentration in Financial Planning. He has his Series 65 license and is a Certified Financial Planner™ professional.
Outside of work, you will find Charlie spending time with his wife, Caitlin, as they try to keep up with their son, James, and daughter Penelope. Charlie loves traveling to places where he has never been and following Chicago sports. Charlie gives his time participating as an active member of the Trinity Roselle Lutheran Church Finance Ministry advisory board. He is also a board member of the Trinity Roselle Foundation, where he serves as a member of the Finance and Investing Committee.