CERTIFIED FINANCIAL PLANNER™ professional My name is Charlie Stanton. 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 17-year career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
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. 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 Employer M/F/D/V |
Charlie W. Stanton, CFP®, CLU, ChFC, CASL™
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CalculatorsHow much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child’s education, based on the variables you input. Use this calculator to estimate how much income and savings you may need in retirement. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. |
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California Insurance License #: 0B82651 Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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. AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V Link to AXA-Equitable.com © Emerald Connect, Inc. - All Rights Reserved - Please read our Privacy Policy |
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