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

Marlene M. Stewart, CFP®

CLU

REgistered Rep/financial Adviser

The Stewart Financial Group

5901 SW Macadam Ave, Suite 135
Portland, OR 97239-3620
(503) 369-1003

General

Marlene Stewart is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Stewart Financial Group in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance: OR,WA,
  • Health/disability insurance: OR,WA,
  • Fixed annuities: OR,WA,
  • Variable annuities: OR,WA,

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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