Charles L. Stanley CFP, ChFC, AIF
, has over 25 years of experience as a Financial Advisor
. A partner in WorthPointe, LLC, a Wealth Management firm with offices in San Diego, CA and Austin, TX, he provides investment advisory services to private clients, many of whom are Trustees and fiduciaries under the Uniform Prudent Investor Act.
- Mr. Stanley has been providing expert witness and consulting services in cases relating to the Uniform Prudent Investor Act since 1998. As an Accredited Investment Fiduciary®, he has received special training in prudent fiduciary practices.
Mr. Stanley applies over 25 years of experience as an Investment Advisor to trustees on behalf of attorneys who require clear, concise opinions on disputes between trustees and beneficiaries regarding the investment and management of trust assets as required under the Uniform Prudent Investor Act. His areas of expertise include Estates, Financial Matters, and Securities.
View Charles Stanley's Consulting Profile
- Uniform Prudent Investor Act
- Prudent Investor Rule
- Fiduciary Practices
- Trust Investing
|Trust & Estates LitigationFiduciary Duty / Fiduciary PracticesLack of DiversificationPartial Treatment of Beneficiaries|