Charles L. Stanley CFP® ChFC AIF®

Charles Stanley is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant and holds the Accredited Investment Fiduciary® designation. For more than twenty years Mr. Stanley has served retired physicians, business owners, corporate executives, retirees and many widows helping them with their estate planning, tax strategies, risk management, investment selection, business succession, and retirement planning. After twenty years in Christian ministry, Mr. Stanley spent four years as a corporate executive before entering the personal financial planning field.

Mr. Stanley 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 is a member of the National Association of Personal Financial Advisors (NAPFA). He is also an active member of the Escondido Rotary Club.

He 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. He has earned the Accredited Investment Fiduciary® (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.

He is a co-author of T.A.S.K. – The Trusted Advisors Survival Kit published by LexisNexis. He is the founder and editor of Capital Markets U.com Magazine – Investor Education for Main Street America. He recently published Forewarned is Forearmed: How to Make an Annuity Purchase (or not) You Will Never Regret. He has been quoted or published in The Journal of Financial Planning, The San Diego Union Tribune, The San Diego Daily Transcript, The American Funeral Director Magazine, The Canadian Funeral Director Magazine, The Bottom Line – Independent Voice for Canada’s Accounting and Financial Professionals, Financial AdvisorPro, The Family Business Advisor, The Christian Businessman Magazine and was a contributing author to How to Manage a Million Dollars . . . or less. He hosted “Senior Money” a radio talk show heard on KCEO AM 1000 and has appeared as an expert witness in both NASD Arbitration and in the San Diego Superior Court. Visit our media center to see Charles Stanley in the news.