Charlie Stanton
Helping Clients Build, Manage, and Protect their Wealth
- Role
- Certified Financial Plannertm Professional at Equitable Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Charlie Stanton
Specialties: Financial Planning Estate Planning Strategies Retirement…
Experience
Certified Financial Plannertm Professional
Jan 2020 — Present
Equitable Advisors, LLC (NY, NY 21••••••00), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d CA Insurance Lic # 0B82651 AR Insurance Lic # 669318
Education
The Wharton School
Executive Program - Certificate in Retirement Planning
University of Washington
Bachelor of Science (B.S.), Industrial Engineering
1989 — 1994
Skills
- Tax-Advantaged Investment Strategies
- Wealth Management
- Retirement Planning
- Succession Planning
- Retirement
- Strategic Financial Planning
- Series 7
- Iras
- Estate Planning
- Fixed Annuities
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