Meet Charlie Van Derven
Marketing Coach and Fractional CMO

Charlie Van Derven has been a driving force in digital strategy in financial services since 1998, collaborating with leading financial institutions and firms. Recently, he's focused on the impact of AI in financial services, reflecting his commitment to staying at the forefront of industry innovation. With extensive experience in corporate settings and sales channels, Charlie has spearheaded successful marketing and business development efforts for both firms and individual advisors.

​

Since 2013, Charlie has shifted to consultancy, working directly with financial professionals to elevate their digital presence and refine their marketing strategies. His approach combines industry expertise with hands-on guidance to drive meaningful results.

​

On a personal note, Charlie is a family man who values time with his wife and children. He enjoys paddle boarding, golfing, RV trips across the U.S., and renovating his Florida home.