AXA Advisors - Charlie Stanton - Financial Advice, Financial Planning, Retirement, Investments

CERTIFIED FINANCIAL PLANNER™ professional

My name is Charlie Stanton. Welcome to my website.

 As a financial professional with AXA Advisors, LLC, 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 14-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 AXA Advisors, based upon the succesful 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. Then, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, 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. Thanks for visiting.

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.

ChFC and CLU are professional designations of The American College, Bryn Mawr, PA.  Certificate in retirement planning awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

AXA Advisors, LLC is an Equal Opportunity and Affirmative Action Employer M/F/D/V
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

More Newsletters →