Charles L. Stanley CFP® ChFC® AIF®
Author ~ Educator ~ Speaker ~ Wealth Manager
Author, Educator, Speaker, Wealth Manager
Charles Stanley is most of all an encourager and strategic planner. He demonstrates these key motivations through various media including his writing of many professional magazine articles, contributions to books and blogs as well as personal speaking engagements and his personal client relationships as a Wealth Manager and Fee-Only Investment Advisor.
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Forewarned is Forearmed: How to purchase an annuity (or not) that you will never regret! is Charles' latest writing project designed to both give warning regarding some of the unscrupulous selling techniques of some "annuity salespersons" and to help those wanting an annuity learn how to make a selection that truly meets their needs. Readers will learn how to make sure the insurance company backing their annuity is sufficiently strong; what the different types and varieties of annuities there are and which might be a good fit for them; when an annuity is called for instead of a more traditional managed portfolio of stocks, bonds and cash; and, the one question every buyer should ask that will reveal the sales person's true motives in recommending a particular annuity. For more information on Forewarned is Forearmed, go on over to the The Campus Bookstore at Capital Markets U.com Magazine, the publisher of Forewarned is Forearmed. |
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).
Links to Fee-Only Financial Advisors
Links to Other Resources
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).
Links to Fee-Only Financial Advisors
Links to Other Resources
Charles L. Stanley CFP ChFC AIF- Trovena, LLC is a top financial advisor in the San Diego, California Financial Planners guide on NestEggZone.com.
Estate Planning and Wealth Management:
Charles is affiliated with two SEC Registered Investment Advisors.
Trovena, LLC Trovena, LLC
is specifically designed as a Wealth Management firm catering to High Net Worth families with a net worth generally between $3 and $20 million. Trovena LLC follows a Wealth Management model that assures clients of personal attention in the areas Wealth Transfer, Wealth Preservation, Wealth Enhancement and Investment Consulting. For Wealth Management Services, contact Charles at Charles.Stanley@Trovena.com or by phone at 800-620-4232 x702.Trust services for High Net Worth families who require an institutional trust company are now available through Trovena Trust.
For those clients with charitable interests, Donor Advised Funds may be arranged by Trovena, LLC with American Endowment Foundation.
Trovena Investment Advisors
Trovena Investment Advisors is designed primarily as an Investment Consulting Firm that provides investment management to "mid-wealth" clients with net worths generally under $3 Million. Some personal financial planning is also offered when requested. For Investment Consulting services, contact Charles at Charles@oncubic.com or by phone at 800-619-5666 x506.
To find Charles' Blog posts follow these links:
Capital Markets U.com Magazine
Trovena blog
Before the beginning...
Continuing Education for Attorneys, CPAs and CFP® Pratitioners:
The following courses have been offered for one hour of professional continuing education.
- The Safe Harbor for Prudent Fiduciary Investing
- The Trustee's Dilemma: The Uni-Trust Solution
To contact Charles about continuing education write to him at cls@CharlesLStanley.com
Expert Witness
Charles Stanley acts as an expert witness in litigation cases regarding the Uniform Prudent Investor Act. If you have a need for an expert or consulting witness in a case revolving around the California Uniform Prudent Investor Act, you can contact Charles Stanley at CLS@CharlesLStanley.com or by cell phone at 858-395-8694.
