Charles Warren, JD

Financial Services Professional

Having moved with his family to Montana from Nova Scotia, Canada, Charles brings with him 15 years of legal experience in corporate and commercial transactions, real estate matters, and estate planning. He graduated from Acadia University with a Bachelor of Arts with Honors in Sociology in 2003 and then Dalhousie Law School in 2007. He later completed CPA Canada's 3 year in-depth income tax program in 2015. Charles spent his entire law career with one mid-sized, rural law firm in Nova Scotia where he represented many individual and corporate clients. He joined Mountain Peak Wealth Solutions in Kalispell, Montana in 2024 where he now enjoys assisting individuals and businesses achieve their financial goals.

Charles can often be found at the local skating rink watching his children figure skate and play hockey. He also practices martial arts and spends as much time as possible outside with his wife and children exploring beautiful Montana.

Charles is insurance licensed in MT.

MT Insurance License no.: 3002917974

Charles is not currently practicing law in any jurisdiction.

Phone 406-909-0954