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Rich Stewart, CFP®, ChFC, CLU

Rich Stewart, CFP®, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional Retirement Planning Specialist

Bellevue, WA

Mobile Phone: (206) 956-6208

Website: https://www.StewartFinancialGroup.com

The foundation of Stewart Financial is built on relationships, trust and vision. Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime. When you enter into that relationship you want to ensure that the advisor you choose is going to give you comprehensive advice that is in your best interest. At SFG your best interest is our top priority. We start by creating a custom blueprint plan for you that shows you how to accomplish your goals. Utilizing a network that includes thousands of different companies, we provide sound advice with regard to what investments will be most suitable for you to achieve success. Our goal is to continue this on-going relationship with our clients providing advice and service that will last for decades.

|| Specialties ||

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Tax Advantage Investment Strategies
  • Education Savings Plans
  • Risk Management and Insurance
  • Estate Planning Strategies
     

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.

Stewart Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

The Retirement Planning Specialist title is awarded by Equitable 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 Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 2714079


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.