Jim M. Stewart,  CFP<sup>&reg;</sup> - Financial Advisor

Jim M. Stewart, CFP®

NWF Advisory Group

6367 Meadowridge Drive
Santa Rosa, CA 95409
(707) 755-3756

General

Jim Stewart is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NWF Advisory Group in Santa Rosa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Attending College, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources