Charlie Stanton, CFP®,CLU,ChFC,CASL

Charlie Stanton, CFP®,CLU,ChFC,CASL

Managing Partner and Retirement Planning Specialist

As a financial professional with Equitable Advisors, and an active member of the Seattle, Washington community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 23-year career, I have regularly attended industry training and certification programs.  This includes completing the curriculum and passing the rigorous exams for the:

  •  CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  •  Chartered Life Underwriter (CLU)
  •  Chartered Financial Consultant (ChFC)
  •  Chartered Advisor for Senior Living™ (CASL™)
  •  FINRA Securities Registrations: Series 6, 7, 63, 65, 53, and 24

I also regularly attend continuing education classes so that clients can count on me to provide accurate, up-to-date information. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives. Working together, I will help you to develop a sound strategy to address your goals. I can recommend the appropriate products and services to help you execute your strategy. It is also important to review your situation regularly and make changes as needed. I believe in maintaining long-term relationships with my clients.

My wife Abby and I live in Bellevue, Washington with our 2 children.

 

 

CASL

The CASL® (Chartered Advisor for Senior Living®) designation is sought by financial services sales professionals whose focus includes clients preparing for or living in retirement. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark CASL® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

 

RETIREMENT PLANNING SPECIALIST title (Equitable Advisors)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

California Insurance License #: 0B82651


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Cascade Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (206) 956-6212
Fax (206) 956-6202