Marion P. Steward,  CFP<sup>&reg;</sup> - Financial Advisor

Marion P. Steward, CFP®

LPL Financial / Financial Steward Associates

2919 Valmont Road, Suite 109
Boulder, CO 80301
(303) 444-5440

General

Marion Steward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial / Financial Steward Associates in Boulder, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, CO
  • Health/disability insurance: CA, CO
  • Variable annuities: CA, CO

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Nontraditional Households, Women's Finances

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