Charlie Contreras

Finance Specialist Turned Real Estate Advisor

I bring a people-first approach to real estate.

With a background in finance from The University of Texas at Dallas and experience at Fidelity Investments, JPMorgan Chase, and Wells Fargo Advisors, I spent years advising high-net-worth clients through complex financial decisions. That foundation shapes how I guide clients through real estate today—because buying or selling a home is one of the most important financial moves you’ll make.

I’ve been investing in real estate since 2019 and specialize in helping first-time homebuyers and clients navigating major life transitions—from growing families to inherited or distressed properties. As a licensed Mortgage Loan Originator and REALTOR®, I help clients understand financing, improve credit when needed, and position themselves for the best possible terms.

I’m people-first and advisory by nature. My role is to educate, present the best options, and give you the clarity to make confident decisions—whether you’re ready now or just starting the conversation.