Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Charles Stanley
Partner Wealth Manager @Worthpointe
Signup · Get unlimited contacts
WORK HISTORY
Partner Wealth Manager @Worthpointe
Edmond, OK, US
We’re a leading multi-family office who acts as an unbiased source of financial advice for business owners, executives, wealthy retirees and their families. We integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five step process. We coordinate the efforts of our expert team to focus on our clients\' unique needs. Our business is limited to a select group of successful entrepreneurs and their families. This allows us to focus our resources on their unique opportunities and challenges.Charles Stanley brings to client relationships a unique combination of more than thirty years as a financial advisor that was preceded by twenty years of Christian ministry. Consequently, he is able to provide a special depth of advice to wealthy Christians who prefer to manage their resources from a Biblical perspective.
EDUCATION
The American College of Financial Services
Chartered Financial Consultant, Financial Planning
Life Pacific College
BA
SKILLS
ABOUT CHARLES STANLEY
WEALTH MANAGEMENT - RetiredI am a partner and Wealth Manager with WorthPointe, LLC, a multi-family office that provides financial advice to successful families, many of whom are facing retirement and need to simplify their financial lives. I have a special interest and expertise in investing assets for trustees of irrevocable trusts. As a Christian and former Pastor, I provide Biblical wisdom and top-notch technical and wealth-management assistance. I am open to new trust clients with a minimum of of investable assets. WorthPointe provides a conflict-free, transparent, client-centered approach to investment advice.Below I have provided two brochures for you.\"The Informed Investor\" gives an introduction to our Wealth Management processes, and the other,\"How to Protect Yourself,\" gives some advice on how to protect yourself from bad actors in the investment arena. Apart from investment advice. I spend a lot of my energy writing on my blog, charleslstanley.com, and helping people get to know God by reading the Bible for themselves. I am a CFP® practitioner and a Chartered Financial Consultant (ChFC®). I am also a Certified Kingdom Advisor®. I have been quoted or published in The Journal of Financial Planning, Investment News, The San Diego Union-Tribune, The Bottom Line, The San Diego Daily Transcript, Financial AdvisorPro, The Family Business Advisor, The Christian Businessman Magazine, and am a contributing author to \"TASK-The Advisors Survival Kit\" and \"Advisors Seeking Knowledge,\" both published by LexisNexis.I have written and taught continuing education courses for Attorneys (MCLE) and CPAs (CPE).
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.