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Rich Stewart CFP®, ChFC, CLU, CASL

Rich Stewart CFP®, ChFC, CLU, CASL

Managing Partner

Rich has had his Stewart Financial Group (SFG) investment firm for 26 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:

  • 26 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.