Charles Stanley CFP, ChFC, AIF

Charles Stanley CFP, ChFC, AIF

2418 Teaberry Glen Escondido, CA 92027

About the Expert

Uniform Prudent Investor Act Expert Witness. Charles L Stanley has over 25 years experience as an Investment Advisor. He has been a student of the Uniform Prudent Investor Act since it was enacted in California in 1996. He has been offering expert testimony in UPIA matters since 1998.

Areas of Expertise

  • Estates
  • Financial Matters
  • Securities

Expert's Profile

Uniform Prudent Investor Act Expert witness. With over 25 years experience as a financial advisor, Mr. Stanley, a partner in WorthPointe, LLC, a Wealth Management firm with offices in San Diego, CA and Austin, TX provides investment advisory services to private clients, many of whom are Trustees and fiduciaries under the Uniform Prudent Investor Act.

Mr. Stanley has been providing expert witness and consulting services in cases relating to the Uniform Prudent Investor Act since 1998. As an Accredited Investment Fiduciary® he has received special training in prudent fiduciary practices.

Previous cases have involved the following issues:
-Parital treatment of beneficiaries
-Lack of diversification of portfolio assets
-Failure to act with reasonable and appropriate care, skill and caution
-Failure of trustee to use specialized skills in managing trust assets
-Failure to develop overall investment strategy
-Failure to act solely in the interest of beneficiaries
-Failure to control costs to the trust

Personal Achievements

Licenses

  • Certified Financial Planner®
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®
  • NAPFA Registered Financial Advisor
  • SEC registered Investment Advisor Representative

More Information

Listed in the Following States

Charles Stanley CFP, ChFC, AIF is listed with ExpertPages in the following jurisdictions: Arizona, California, Hawaii, Nevada, Utah, US Pacific Islands