Specialties
About Me
Stewart focuses on educating clients and helping them achieve their goals utilizing a well-thought-out financial strategy.
He is a U.S. military veteran who prides himself on being a resource for pre-retirees, living by his grandmother’s philosophy of always doing the right thing, even when no one’s looking. With 22 years of experience in the financial services industry, Stewart focuses on helping clients make informed financial decisions as they move from the asset accumulation to the distribution phase of retirement planning. He offers easy-to-understand retirement income planning and strives to help clients make informed financial decisions. Stewart is a financial professional who can offer investment and insurance products and services. He has passed his Series 6, 63 and 65 securities exams and has insurance licenses in life and health, annuity, long-term care and variable life. Outside of the office, Stewart is an avid runner and is passionate about fitness and living a healthy lifestyle.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
LUTCF, RICP
Chartered Designations
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Disclosures
Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Stewart Smith Financial and Alphastar Capital Management, LLC are separate and independent entities.