Charles L Stanley CFP® ChFC® AIF®

BA, CFP®, Chartered Financial Consultant, Accredited Investment Fiduciary®

I provide expert witness/consultant services in cases involving the Uniform Prudent Investor Act.

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, Dallas 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.