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Cecil Staton, Cfp®, Cslp® Email & Phone Number
Financial Planner for Dentists 🦷, Founder of Arch Financial Planning, LLC
at
Arch Financial Planning, LLC
1 work email found
@novawealth.net
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planner for Dentists 🦷, Founder of Arch Financial Planning, LLC
Location
Athens, Georgia, United States
Company size
Who is Cecil Staton, Cfp®, Cslp®? Overview
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Quick answer
Cecil Staton, Cfp®, Cslp® is listed as Financial Planner for Dentists 🦷, Founder of Arch Financial Planning, LLC at Arch Financial Planning, LLC, a with 1 employees, based in Athens, Georgia, United States. AeroLeads shows a work email signal at novawealth.net and a matched LinkedIn profile for Cecil Staton, Cfp®, Cslp®.
Cecil Staton, Cfp®, Cslp® previously worked as President & Wealth Advisor at Arch Financial Planning, Llc and Associate Wealth Advisor at Buckingham Strategic Wealth. Cecil Staton, Cfp®, Cslp® holds Bachelor'S Degree, Financial Planning from The University Of Georgia.
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Email format at Arch Financial Planning, LLC
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{first}@novawealth.net
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AeroLeads found 1 current-domain work email signal for Cecil Staton, Cfp®, Cslp®. Compare company email patterns before reaching out.
Profile bio
About Cecil Staton, Cfp®, Cslp®
I'm 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.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.
Current workplace
Cecil Staton, Cfp®, Cslp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Arch Financial Planning, Llc
7 roles
Cecil Staton, Cfp®, Cslp® work experience
A career timeline built from the work history available for this profile.
President & Wealth Advisor
CurrentWe help dental practice owners optimize their personal financial lives and maximize their lives beyond their clinical work.
May 2022 - Present
Associate Wealth Advisor
•Examined client's expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.•Answered client questions about financial plans and strategies and gave financial advice.•Advised strategies for clients in investment planning, insurance coverage, cash management, and other areas to help them reach financial objectives.• Reviewed client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitated changes in their program.•Analyzed financial data received from clients to develop strategies for meeting clients' financial goals.•Prepared or interpreted financial document summaries, investment performance reports, and client income projections.•Implemented financial plans or referred clients to professionals who could help them.•Managed and updated client portfolios.
Mar 2020 - May 2022
Jul 2018 - Feb 2020
Wealth Planner
I offer comprehensive financial planning services to high-net-worth individuals and families. At SHWM we offer: tax planning, insurance analysis, retirement planning, investment management, and estate planning services.
May 2015 - Jul 2018
Volunteer Income Tax Assistant
Participating with the local Credit Union to serve low to moderate income individuals in the Athens, GA community with income tax assistance
Jan 2015 - Apr 2015
Financial Planning Intern
Assisted the Financial Advisors in all steps of the Financial Planning ProcessDemonstrated quality use of Tamarac CRM, Tamarac Advisor View, Junxure CRM, and proficiency with Naviplan Financial Planning SoftwareExercised the ability to prepare: cash flow education projections, retirement income needs analysis, and net worth statementsAttended all client and staff meetings
May 2014 - Jul 2014
3 education records
Cecil Staton, Cfp®, Cslp® education
Bachelor'S Degree, Financial Planning
The University Of Georgia
High School, Diploma
Mccallie School
Economics
University Of Oxford
FAQ
Frequently asked questions about Cecil Staton, Cfp®, Cslp®
Quick answers generated from the profile data available on this page.
What company does Cecil Staton, Cfp®, Cslp® work for?
Cecil Staton, Cfp®, Cslp® works for Arch Financial Planning, LLC.
What is Cecil Staton, Cfp®, Cslp®'s role at Arch Financial Planning, LLC?
Cecil Staton, Cfp®, Cslp® is listed as Financial Planner for Dentists 🦷, Founder of Arch Financial Planning, LLC at Arch Financial Planning, LLC.
What is Cecil Staton, Cfp®, Cslp®'s email address?
AeroLeads has found 1 work email signal at @novawealth.net for Cecil Staton, Cfp®, Cslp® at Arch Financial Planning, LLC.
Where is Cecil Staton, Cfp®, Cslp® based?
Cecil Staton, Cfp®, Cslp® is based in Athens, Georgia, United States while working with Arch Financial Planning, LLC.
What companies has Cecil Staton, Cfp®, Cslp® worked for?
Cecil Staton, Cfp®, Cslp® has worked for Arch Financial Planning, Llc, Buckingham Strategic Wealth, Nova Wealth Management Group, Llc, Smith & Howard Wealth Management, Llc, and Georgia United Credit Union.
How can I contact Cecil Staton, Cfp®, Cslp®?
You can use AeroLeads to view verified contact signals for Cecil Staton, Cfp®, Cslp® at Arch Financial Planning, LLC, including work email, phone, and LinkedIn data when available.
What schools did Cecil Staton, Cfp®, Cslp® attend?
Cecil Staton, Cfp®, Cslp® holds Bachelor'S Degree, Financial Planning from The University Of Georgia.
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