BIOGRAPHY
After consulting businesses on Information Governance from 2004-2024, Stuart decided to follow his passion and transitioned into the field of financial planning. Driven by a desire to help others secure their financial futures, Stuart believes in providing the education and information necessary to make informed financial decisions with a fee-only firm that prioritizes clients’ best interests. Stuart’s father was a CERTIFIED FINANCIAL PLANNER™ professional, and Stuart completed the coursework necessary to sit for the CERTIFIED FINANCIAL PLANNER™ exam at the College for Financial Planning, passed the test in July 2024 and is now fulfilling the experience requirement for the designation.
Stuart graduated from SDSU College of Business in 2000. Outside of work, Stuart enjoys shuttling his three children to sports and music lessons, cooking for his wife, friends & family, reading, mountain biking, paddle boarding on Mission Bay, and volunteering on the board of Standley Middle School Music Boosters.
