Cecil Staton, CFP® CSLP®
- I started Arch Financial Planning to make a difference in people’s lives. Most firms focus on investments or making a sale without understanding their client’s ‘why’. I set out to change that.
- We help our clients pay down student loans, reduce taxes, invest smarter, and retire confidently on their terms.
- As a CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.
- After earning my bachelor’s degree in Financial Planning from the University of Georgia, I worked for several firms in Atlanta, GA. I now call Athens, GA home.
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Cecil’s wife is the founder of Financial Planner Recruiting, LLC, a premier financial advisor recruiter.
The Details
Education & Credentials
BS in Financial Planning from The University of Georgia.
CFP® & CSLP® Professional
Personal Life
When not perfecting financial plans, you’ll find me visiting our favorite local brewery, sipping coffee with my wife and F1B golden doodle, and visiting family in Hilton Head, South Carolina.
Mission And Purpose
The mission of Arch Financial Planning is to help dentists & physicians maximize their lives beyond their clinical work.
Our Philosophy
We believe personal finance is often more personal than finance. We want to make you and your goals the focus of everything we do.
Our Focus
Most advisors are generalists that serve anybody with a portfolio. We focus on white coats with student loans and tax-efficient distribution plans for retirees.
Arch Financial Planning
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Charles Schwab
You can have peace of mind that your investments are held at an established financial institution.
We partnered with one of the largest financial institutions to provide clearing, custody, and brokerage services.
We value the unparalleled support Charles Schwab gives us to provide an excellent experience for you.
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Arch Financial Planning, LLC is an Investment Adviser offering services in Georgia and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change.