Broker Check

Get to know Our Team

How We Work

Rich Stewart
CFP®, ChFC, CLU, CASL
Managing Partner

Marisa DiLorenzo Davidson
Partner

Stephanie Mochan
Accounts Manager

Angelica Hicks
Client Relationship Manager

Jessie Masih
Client Services Manager

Rich Stewart CFP®, ChFC, CLU, CASL Managing Partner

P | (206) 956-6208 F | (206) 956-6202 rich@stewartfinancialgroup.com

Rich has had his Stewart Financial Group (SFG) investment firm for 28 years.  He and his team advise and manage assets for high net worth families, individuals, and businesses.  Currently SFG has over $400 million under management.  SFG takes a holistic point of view in how they help and plan clients. Everything starts with what the clients needs, what is important to them, and their goals.  Each goal has a custom strategy to achieve the desired solution.  Rich will shop out the entire market to find the best investments and tools for your needs.

Here is a quick profile on how we help clients:

 

28 years as a financial advisor. CFP (certified financial planner) and ChFC (chartered financial consultant).
I am independent, so whatever company investments are best for you that is what we use. I am your Fiduciary.
All the planning is goal-based. We discuss your financial goals in detail, and then design a plan that fits your situation. Everything is designed custom to fit your goals and needs.
Tax advantage planning: everything we do will be the most tax-efficient investments that are available.  So all the accounts with me will be tax efficient, and I will help you with understanding your company accounts as well.
Unlimited menu of investments from thousands of different companies. We can choose from the best of the best, and get institutional pricing.   I will be your investment advisor and coach. Whatever help you need with anything investment related, or planning related, I am your top resource
Insurance: life, disability, long term care.  I can shop out the entire county and get you the best pricing and policy
Ongoing investment and tax advice. We meet twice per year and have regular communication between those meetings.


California Insurance License #: 0F15124 Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. is not owned or operated by Equitable Advisors, LLC or its affiliates.

Marisa DiLorenzo Davidson
Partner

(206) 956-6272 F | (206) 956-6202 marisa@stewartfinancialgroup.com

With 18 years of experience, Marisa became passionate about financial planning when she watched her family go through a very complex estate planning situation which involved a beautiful property in the Pacific Northwest, a 103 year old great grandmother, and 5 generations of family. She is now an advocate of financial education and has dedicated her career to helping others achieve their financial goals.

Marisa, her husband Mike, and their daughter enjoy hiking, snowshoeing, golf, Husky football, and chasing their dogs around the dog park.


California Insurance License #: 0F15124 Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. is not owned or operated by Equitable Advisors, LLC or its affiliates.

Stephanie Mochan
Account Manager

P | (206) 956-6273 F | (206) 956-6202 steph@stewartfinancialgroup.com


Stephanie is our licensed Account Manager, she is here to help new and existing clients with account service. She has been with Stewart Financial Group for 14 years and has over 20 years of experience in the finance industry.

Stephanie is a proud soccer mom. She and her two daughters love to travel together to experience different foods and cultures. On the weekends, you can find them on the soccer field, hiking or at an art museum. 


California Insurance License #: 0F15124 Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. is not owned or operated by Equitable Advisors, LLC or its affiliates.


Angelica Hicks
Client Relationship Manager

P | (206) 956-6295 F | (206) 956-6202 angelica@stewartfinancialgroup.com

Angelica is our Client Relations Manager and has over 7 years of experience in the industry. Her focus is onboarding new clients and facilitating asset movements. She works closely with Rich on drafting new financial plans and prepares all new account paperwork.  She acts as the main point of contact throughout the Client Onboarding process, as well as liaison between broker-dealer and client. Her goal is to ensure white-glove service for our clients and provide comprehensive support to reach their financial and personal goals.

Angelica grew up in San Diego, California and spends most of her free time by the beach, hiking, running, or dancing. She has a young son and they are very active with their community and T-Ball team.


Angelica Hicks provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. The Representative(s) whom this assistant supports may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the representative on whose behalf the sender is writing is able to transact business in your state.  [Stewart Financial Group is not owned or operated by Equitable]

Jessie Masih
Client Services Manager

P | (425) 970-5703 F | (206) 956-6202 Jessie@stewartfinancialgroup.com

Jessie is our Client Services Manager for Marisa’s clients, she handles new accounts, scheduling, and customer service. With a background in mortgage and business administration, Jessie brings valuable expertise to our team. Outside of work, Jessie enjoys taking walks with her mini dachshund, Billie, and playing pickleball with her husband, Shimron.


Jessie Masih  provides administrative support services only and is not licensed or authorized to effectuate trades or provde advice. The Representative(s) whom this assistant supports may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the representative on whose behalf the sender is writing is able to transact business in your state.  [Stewart Financial Group is not owned or operated by Equitable]