Central Coast, California Office
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Stuart advises individuals and families on all aspects of their finances and investments. His goal is to help his clients relieve their stress and fears for their financial future, so that they can focus on what they enjoy.
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Prior to joining EP, Stuart served as a Wealth Advisor at Wacker Wealth Partners. His additional experience in real estate and insurance engrained the importance of careful planning when making meaningful, life-changing decisions.
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Stuart received a Bachelor of Business Administration degree from Cal Poly San Luis Obispo in 2011. He holds a CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional designation and previously held licenses in real estate, as well as life and health insurance.
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Spending time with his family and traveling (especially to somewhere warm with water to play in) are among Stuart’s favorite activities outside work. He and his wife enjoy hosting friends and family and ensuring everyone has a full belly. Stuart loves the Central Coast and the fantastic weather that lets them all spend time outside.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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