Charlie Stanton, CFP®, ChFC, CLU

Charlie Stanton, CFP®, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ professional

Retirement Planning Specialist

At Retirement Group

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 9-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™ (CFP®) · Chartered Life Underwriter (CLU)professional designation of The American College · Chartered Financial Consultant (ChFC)professional designation of The American College · 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 advice. 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. Then I will develop sound strategies to help you meet your goals. 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. California License #0B82651 CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Equitable Advisors, is an Equal Opportunity Employer - A/A M/F/D/V

 

 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

Arkansas Insurance License #: 669318


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.

Phone 206-956-6212
Fax 206-956-6202
LinkedIn