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Marisa DiLorenzo Davidson

Marisa DiLorenzo Davidson

Financial Consultant

Bellevue, WA

Mobile Phone: (206) 953-8121


We learn how to deal with money through observation and experience. There's no perfect book or newspaper article that provides us with all the tips and tricks to a sound financial plan. There are, however, financial consultants like myself who are trained in the likes of investing, asset allocation, tax shelters, retirement and college savings.

My lessons in financial planning came, like many, through experience. My experience came from a complex family estate planning situation involving beautiful property in the pacific northwest, a 100-year old great grandmother and five generations – all trying to figure out how to financially live happily ever-after.

My passion for financial planning and advocacy of financial education came through my personal experiences. It has shaped me as an advisor. My work with clients is not just a job; each client is unique and my goal is to guide them along the way.

At Stewart Financial Group, we do the planning, asset management, risk evaluations and much more. We provide: 

  • Financial advice & counseling
  • Wealth management & financial planning
  • Tax advantage investment vehicles
  • Risk Management
  • 401k/IRA rollovers
  • College savings plans
  • Asset & family protection

California Insurance License #: 0I72188

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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.