Charlie  Stanton, CFP®, ChFC®, CLU®, CASL®

Charlie Stanton, CFP®, ChFC®, CLU®, CASL®

Managing Partner, Retirement Planning Specialist

Office: (206) 956-6212
Fax: (206) 956-6202
E-mail:
 

Charlie has spent his entire career as a financial advisor since 1995.  He is the managing partner and founder of Cascade Wealth Strategies, LLC.  Charlie is also a UW Graduate, and his educational background in engineering has served him well, as he continues to stay on top of the technical aspects of his field, maintaining certificates as a CFP, CLU, ChFC, and CASL. Charlie and his team focus on helping high-net-worth clients navigate the right path to achieve all of their financial goals. 

He balances a successful financial advisor practice with a passion for life and his family.  Charlie has been married to his wife Abby for 27 years.  Their two 2 adult kids, Nick and Laurel, have always kept life interesting.  Although home base is in Bellevue, Charlie has a passion for travel, and has been fortunate to cross off several bucket lists trips all over the world, with more to come. Charlie enjoys getting outdoors whenever possible to golf, enjoy Lake Washington, attend sporting events and concerts, or try new local restaurants. He also focuses on giving back to the community, with charitable ties to Seattle Children’s Hospital, Auction of Washington Wines, and others.

California Insurance License #: 0B82651

Arkansas Insurance License #: 669318


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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