Stuart is currently associated with Retirement Benefits Group as a non-registered consultant. As a trusted professional resource, Stuart continues to provide business insight and perspective to the firm and its advisors.
Stuart began his financial services career after graduating college in 1974. Spending 30 years with Prudential Financial and an addition 8 years as an independent financial planner, he has a wide range of insurance knowledge and expertise. Through the use of life insurance, employee benefit programs, qualified and non-qualified retirement planning, Stuart has established his reputation building financial independence for individuals, families and business owners.
Over the past 15 years, Stuart has been involved in several mentoring programs sharing his knowledge and passion for the business. He has successfully launched several financial planning careers.
Stu’s passion for helping people has made his career a work of love.
Stuart resides in Westlake Village with his wife, April. They enjoy four children and five grandchildren. Stu’s interests include traveling, baseball, running marathons, golf and spending time with family and friends.
- Stuart received a B.A. in Philosophy from California State University, Northridge in 1974.
- CA Insurance License # 0474504
Stuart is not registered or affiliated with Triad Advisors.