Charity Falls is a Director and Senior Wealth Strategist at The Private Bank. Charity works with a team of specialists in wealth planning, investments, risk management, trust and estate services, and banking in San Diego County. She works with high net worth clients and their businesses to design strategies that build, sustain and transfer wealth based on their distinct priorities. She has significant experience working with business owners and investors to structure and implement business succession strategies, plan for liquidity needs and consults with clients on issues related to philanthropy, family legacy and taxation.

Charity has over 15 years of tax, legal and banking experience. She previously worked as a Senior Wealth Planning Strategist at Wells Fargo Private Bank, Tax Counsel at Time Warner Cable and The Hearst Corporation, and as a tax and estate-planning attorney at Parker Poe Adams & Bernstein. She earned her Bachelor of Arts degree in Philosophy magna cum laude from the University of North Carolina at Charlotte and Juris Doctor and Master of Laws (Taxation) degrees from the University of San Diego School of Law. She is a Certified Financial Planner™ professional, has authored published editorial materials on various topics of tax law, and is a regular speaker on matters related to wealth planning and taxation.