Charles L. Stanley CFP, ChFC, AIF
, has over 25 years of experience as a Financial Advisor
. He is a CFP® practitioner, Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), and a Qualified Kingdom Advisor™.
A partner in WorthPointe, LLC, a Wealth Management firm with offices in San Diego, CA and Austin, TX, Mr. Stanley provides investment advisory services to private clients, many of whom are Trustees and fiduciaries under the Uniform Prudent Investor Act. His consulting areas of expertise include Estates, Financial Matters, and Securities
Mr. Stanley has been active in the financial community of San Diego County since 1988 when he began his career in financial services as an independent wealth manager and entrepreneur. He is a past member of the board of directors of The Financial Planning Association (FPA) of San Diego and is now a member of the National Association of Personal Financial Advisors.
Mr. Stanley has been quoted or published in The Journal of Financial Planning, Investment News, The San Diego Union Tribune, The Bottom Line, The San Diego Daily Transcript, Financial AdvisorPro, The Family Business Advisor, The Christian Businessman Magazine
and is a contributing author to "TASK-The Trusted Advisors Survival Kit"
and "Advisors Seeking Knowledge,"
both published by LexisNexis.
View Charles Stanley's Expert Witness Profile