With 30 years in the financial services industry, Stuart has been able to build upon his varied experiences to help guide his clients' investment decisions with a broader perspective. Committed to ongoing learning, he constantly reads and researches to gain the clearest possible understanding of the markets and geopolitical environment. This knowledge helps him determine the best course of action for investment management and guiding clients' life decisions.
Stuart became a financial advisor over three decades ago so that he could make a difference in people's lives. Prior to that, he worked as a mechanical engineer, which contributes to his ability to problem-solve and formulate solutions for his clients. He has a strong knowledge of entertainment union benefits (Motion Picture, TAG) and has worked with many Disney cast members.
Stuart holds Series 7, 63, and 65 registrations and is licensed for life insurance and annuities in California. He earned his bachelor's degree from the University of California, Santa Barbara, and is a CERTIFIED FINANCIAL PLANNER® professional. He has made numerous media appearances over the years for commentary on the markets and, fun fact, was a contestant on Rock & Roll Jeopardy! in 1999.
Stuart grew up in the Los Angeles area and resides in Burbank with his wife, Chris. Away from the office, he enjoys golfing, playing guitar, cooking, and spending time with his daughters and granddaughters.
