For more than 30 years, Stan Belikoff has been helping people with their financial and estate planning needs. Stan has worked for some of the world’s largest insurance and financial planning organizations, but has spent most of his career working independently on behalf of his clients.
Stan offers straight, no-nonsense advice on financial and estate planning that is very refreshing in today’s economy. He prefers conservative strategies designed to guard against financial loss, and rails against seemingly high-flying investments that leave people with ongoing uncertainty about their financial future. Stan brings a refreshingly simple approach to financial and estate planning.
Stan backs his practical financial advice with education as a Chartered Life Underwriter (CLU) and Certified in Long Term Care professional (CLTC). The CLU designation requires the completion of 10 college-level courses and testing in insurance, financial planning and estate planning, as well as compliance with a code of professional conduct and ongoing continuing education. The CLTC certification requires completion of a 7-part multi-disciplinary program to ensure that financial professionals are prepared to advise their clients regarding long-term care issues. For more information on the Chartered Life Underwriter program click here. For more information on the Certified in Long Term Care program click here.
Stan was the only one of seven financial advisors I interviewed who was actually willing to work for us. The others offered only lip service, but Stan took the time to review our finances and develop a comprehensive plan that made sense to us. — Don B., Doylestown, Pennsylvania
A life-long Philadelphia-area resident, Stan lives in Warrington, PA. He is an avid Philadelphia sports fans – especially enthusiastic about the Phillies and Eagles. Stan is the adoring father of two adult daughters. Stan is an avid reader – enjoying The Philadelphia Inquirer, The New York Times, The Wall Street Journal and other periodicals.
More than anything else, Stan cares deeply about his clients and works diligently to help ensure their financial security.