Jeffrey  Stewart,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Stewart, CFP®

CRPC®

740 Rockville Rd
Wake Forest, NC 27587-2462
FINANCIAL ADVISOR'S WEBSITE
(919) 495-0936

General

Jeffrey Stewart is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Wake Forest, NC and the surrounding communities.

Financial Advisor Overview

As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what types of investments are right for you. I will always listen to your concerns, devise the best strategy, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident, financial life.

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Financial Advisor Experience

My education includes a BSB degree in Finance, where academic principals such as research and evaluation, finance for decision making, and investment management were emphasized as part of the core curriculum. I later enrolled in the College for Financial Planning where I continued my education for several years to acquire the rigorous designations: • Certified Financial Planner™ (CFP®), and • Chartered Retirement Planning Counselor (CRPC®) Given my natural desire for self-improvement, I continued to enhance my knowledge base by receiving intense training in specialized areas such as student loan analysis, estate planning, tax planning and efficiency, and strategic investment management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Variable annuities: NC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources