CFP®, ChFC®, AIF®, CKA
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
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.
Charles Stanley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Charles Stanley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Charles Stanley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Charles Stanley is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Charles Stanley is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Charles Stanley is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Charles Stanley is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Charles Stanley
4445 Eastgate Mall
San Diego, CA 92121