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Charles L. Stanley, CFP®, ChFC®, CKA®

Wealth Manager
Worthpointe, LLC

Areas of Concentration

Asset Allocation, Charitable Giving, Estate Planning, Estate and Trust Litigation, Investment Management, Legacy Planning, Life Planning, Retirement Planning, Wealth Management, Wealth Transfer

Office Location

Worthpointe, LLC
888 Prospect Street, Suite 200
La Jolla, CA 92037

Office Location


500 La Terraza Blvd., Suite 150
Escondido, CA 92025

Office Location


701 Palomar Airport Road, Suite 300
Carlsbad, CA 92011

Description

Charles is a partner and Wealth Manager with WorthPointe, LLC, a multi-family office that provides fee-only financial advice to successful families. He specializes in investment of trust assets on behalf of trustees.

WorthPointe provides a conflict-free, transparent, client-centered approach to achieving all that is important about money. He is a Certified Financial Planner® (CFP®) practitioner, and a Chartered Financial Consultant (ChFC®). Mr. Stanley is also a NAPFA-Registered Financial Advisor. He has written and taught continuing education courses for Attorneys and CPAs and provided litigation support in the form of Expert Witness testimony in matters relating to the Uniform Prudent Investor Act from1998 through 2017.

Contact Charles