Charles L. Stanley

Charles L. Stanley

| CFP®, ChFC®, AIF®, CKA®

WorthPointe

800-620-4232

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Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Specialties

  • Financial Planning
  • Trusts
  • Charitable Giving
  • Tax Planning
  • Asset Protection
  • Estate Planning

Website

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888 Prospect Street
Suite 200
La Jolla, CA 92037

Charles Stanley is a NAPFA-Registered Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Charles L. Stanley CFP®, CHFC® & AIF® is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant, and he holds the Accredited Investment Fiduciary® designation. For more than 20 years, Charles has served retired physicians, business owners, corporate executives, retirees, and widows, helping them with their estate planning, tax strategies, risk management, investment selection, business succession, and retirement planning.

Charles is a co-author of T.A.S.K. – The Trusted Advisors Survival Kit, published by LexisNexis and is the founder. He recently published Forewarned is Forearmed: How to Make an Annuity Purchase (or not) You Will Never Regret. Additionally, he has been quoted or published in the Journal of Financial Planning, San Diego Union Tribune, San Diego Daily Transcript, American Funeral Director Magazine, Canadian Funeral Director Magazine, The Bottom Line – Independent Voice for Canada’s Accounting and Financial Professionals, Financial AdvisorPro, The Family Business Advisor, and Christian Businessman Magazine and was a contributing author to How to Manage a Million Dollars or Less. He also hosted Senior Money, a radio talk show heard on KCEO AM 1000 and he has appeared as an expert witness in both NASD arbitration and San Diego Superior Court. Learn more and/or Contact Charles

Charles Stanley is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant, he holds the Accredited Investment Fiduciary® designation and is a Certified Kingdom Advisor™. He specializes in investing trust-owned assets for trustees. For 28 years, Charles has served retired physicians, business owners, corporate executives, retirees, and widows, helping them with their estate planning, tax strategies, risk management, investment selection, business succession, and retirement planning. After 20 years in Christian ministry, he spent four years as a corporate executive before entering the personal financial planning field.

Charles has been involved in the local financial community, having served multiple years on the Board of the San Diego Chapter of the Financial Planning Association and as a member of the National Association of Personal Financial Advisors (NAPFA).

Charles attended the University of California at Santa Barbara, Friends University and graduated with honors from LIFE Pacific College in San Dimas, CA. He obtained his Chartered Financial Consultant designation from the American College and earned the AIF professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Additionally, Charles has received formal training in investment fiduciary responsibility.

Charles is a co-author of T.A.S.K. – The Trusted Advisors Survival Kit, published by LexisNexis. He recently published and e-book Forewarned is Forearmed: How to Make an Annuity Purchase (or not) You Will Never Regret. Additionally, he has been quoted or published in the Journal of Financial Planning, San Diego Union Tribune, San Diego Daily Transcript, American Funeral Director Magazine, Canadian Funeral Director Magazine, The Bottom Line – Independent Voice for Canada’s Accounting and Financial Professionals, Financial AdvisorPro, The Family Business Advisor, and Christian Businessman Magazine and was a contributing author to How to Manage a Million Dollars or Less. He also hosted Senior Money, a radio talk show heard on KCEO AM 1000 and he has appeared as an Expert Witness in both arbitration cases and civil court cases on matters involving the Uniform Prudent Investor Act.

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WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.

As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.

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