Charles Stanley (AIF®, CFP®, ChFC®)

Charles Stanley focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Charles Stanley has particular expertise in managing assets in family trusts under the Uniform Prudent Investor Act. He has acted as an expert witness in regard to the Uniform Prudent Investor Act and written on how trustees can protect themselves from hostile beneficiaries.


Charles also have a particular interest in assisting wealth holders who are looking for advice from an Advisor who holds a Biblical Worldview.

NAPFA Start Date

January 25, 2007


This Office

888 Prospect St Ste 200 La Jolla, CA 92037-4261 Phone: (800) 620-4232