Charles Warren, AIF, C(k)P
Partner, Retirement Plan Consultant                 

Professional Background
Charles entered the financial services industry in 1998 after serving ten years with the US Marine Corps.  He started his financial career working for a major Wall Street firm before establishing an independent investment advisory firm in 2005 with three other partners.  In 2014 he sold his interest to form Pacific Retirement Partners with Joe with the goal of working exclusively with corporate retirement plans.  Charles holds the Accredited Investment Fiduciary (AIF) and the Certified 401(k) Professional (C(k)P) designations in addition to the Series 65 securities registration.

​Outside the Office
Charles and his wife, Sheri, have four children and six grandchildren.  They spend the majority of their time with family and friends or traveling.  Charles enjoys working out, riding his Harley on the back roads of the Pacific Northwest, and rooting on his beloved New York Yankees.

Joe Fleischmann, AIF
Partner, Retirement Plan Consultant

Professional Background
Joe first began his career working for the original Portland based Columbia Funds serving as an Institutional Retirement Relationship Manager. Prior to forming Pacific Retirement Partners with Charles, he served as a Retirement Plan Advisor for two northwest based investment advisory firms.  Joe has worked in the retirement plan industry since 2001 and holds the Accredited Investment Fiduciary (AIF) designation in addition to the Series 65 securities registration.
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​Outside the Office
​Joe and his family reside in Bellingham, WA, where summers are spent enjoying the natural beauty of the Pacific Northwest and the San Juan Islands.  When the summer gives way to the rainy winter season, you can often find Joe enjoying his hobby of wood working and building furniture in his garage.

Richelle Potestio
Director of Operations

Professional Background
Richelle’s career has weaved through business and sales management, event coordination and customer relations.  Prior to her time in financial services, Richelle worked in various management and support roles in the cosmetic industry and for large retailers, including Nordstrom.  She prioritizes company culture by supporting her peers and building long term relationships to ensure client's needs are met. She applies her business and management experience to pursue new opportunities for practical applications. 


Outside the Office
Richelle is a native Oregonian and spends her free time traveling with family and friends.  A graduate of Portland State University, she studied Theater Arts at the University of London, and has lived abroad in Italy.  She enjoys cooking for family, being active, classic movies and volunteering in the community.