Background
Charlie Koch is a seasoned wealth advisor who specializes in helping McDonald’s franchise owners and high-net-worth families build, protect, and transfer multi-generational wealth.
Charlie is known for blending deep technical knowledge with a high-engagement, relationship-focused approach and presenting complex topics in a way that gives clients a true understanding. He believes that having strong personal relationships with his clients is crucial to balancing the technicalities of the financial world with the nuances and the unique dynamics of the people and families that he works with.
Charlie began his financial services career at age 19. At 21, he joined Quantum Financial Partners where he earned his Series 7 and Series 66 licenses while still in college. In the years following his graduation from Kansas State University with a degree in Personal Financial Planning, he gained diverse experience working with non-profits, specialized planning for business owners and delivering nationwide retirement plan guidance through an internet-based advisory firm.
In 2010, he earned his MBA from Baker University and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and in 2018, he earned the Certified Private Wealth Advisor® (CPWA®) designation, further strengthening his expertise in complex planning strategies, family governance, concentrated wealth, and legacy planning.
In 2012, he joined Prism Financial Group, where he spent over a decade deepening his expertise serving McDonald’s franchise owners and their Next Gens. He helps them navigate the unique financial opportunities and complexities of their business including exit planning, wealth accumulation, cashflow management, and transition planning to meet the needs of the current generation while positioning their Next Gens for a successful future.
In a meaningful full-circle moment, Charlie returned to Quantum Financial Partners in 2026— the same boutique firm where his career began 25 years earlier. He rejoins Quantum as Partner & Senior Wealth Advisor, bringing extensive specialized experience and a renewed commitment to delivering highly personalized, sophisticated financial strategies.
Today at Quantum, Charlie continues to work with the McDonald’s owner community, from Next Gen to those who sold their stores years ago, build wealth and plan a secure financial future.
He also continues to work with high-net-worth families, corporate executives, and successful business owners on advanced wealth management solutions.
Contact
tel. 913-538-5753
charlie@qfpwealth.com
Linkedin
