Charlie Stanton

Charlie Stanton Work

Managing Partner

@ Cascade Wealth Strategies

CERTIFIED FINANCIAL PLANNER™ professional

@ Equitable Advisors

A

CERTIFIED FINANCIAL PLANNER™ professional

@ AXA Advisors, LLC

Charlie Stanton Education

1989 - 1994 Bachelor of Science (B.S.) in Industrial Engineering

University of Washington
Executive Program - Certificate in Retirement Planning

University of Pennsylvania - The Wharton School

Charlie Stanton Skills

Retirement PlanningWealth ManagementEstate PlanningTax-advantaged Investment StrategiesFixed AnnuitiesStrategic Financial PlanningSuccession PlanningRetirementIRAsTax Advantaged Investment StrategiesSeries 7

Charlie Stanton Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Charlie Stanton currently works at Cascade Wealth Strategies as Charlie Stanton - Managing Partner at Cascade Wealth Strategies.

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