Stewart A. McGuire,  CFP<sup>&reg;</sup> - Financial Advisor

Stewart A. McGuire, CFP®

CFA

Principal and Wealth Advisor

Concentric Wealth Management LLC

251 Lafayette Cir, Suite 200
Lafayette, CA 94549
(925) 962-1100

General

Stewart McGuire is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Concentric Wealth Management LLC in Lafayette, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Retirement

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