Charles Stanley is a Fee-Only Certified Financial Planner® Practitioner and a Chartered Financial Consultant and has been in the financial services industry since 1989. He has served the financial services community as a member of the Board of Directors of the San Diego Chapter of the Financial Planning Association multiple years. He is a NAPFA Registered Financial Advisor as a member if the National Association of Personal Financial Advisors (NAPFA), the nation's Fee Only financial planning organization that has championed the fiduciary standard for all client engagements.
Charles has had specialized training in fiduciary practice standards from the Center for Fiduciary Studies and carries the designation of Accredited Investment Fiduciary®. He is a co-author of "The TASK - The Trusted Advisor's Survival Kit" (LexisNexus 2009).
He is also the creator and editor of Capital Markets U.com Magazine. You can find it at www.capitalmarketsu.com. He has also recently authored the book, Forewarned is Forearmed:How to Purchase an Annuity (or not) You Will Never Regret!". You can learn more at http://www.cmubooks.com

Real Name:

Charles L. Stanley

Join Date:

7/16/09

Website:

http://www.CharlesLStanley.com

Employer:

Trovena, LLC

Title:

Wealth Manager

Twitter Handle:

charlesstanley

Favorite Investments:

ETF/Mutual Funds