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Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Charlie Stanton, CFP®, ChFC, CLU

Charlie Stanton, CFP®, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ professional

Retirement Planning Specialist

At Retirement Group

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 9-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™ (CFP®) · Chartered Life Underwriter (CLU)professional designation of The American College · Chartered Financial Consultant (ChFC)professional designation of The American College · 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 advice. 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. Then I will develop sound strategies to help you meet your goals. 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. California License #0B82651 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. AXA Advisors, LLC, is an Equal Opportunity Employer - A/A M/F/D/V

 

 RETIREMENT PLANNING SPECIALIST title (AXA Advisors, LLC)

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

 

California Insurance License #: 0B82651


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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.

Phone 206-956-6212
Fax 206-956-6202
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck