Stewart has been a CERTIFIED FINANCIAL PLANNERTM professional for over 30 years. He typically works with affluent families, Fortune 500 executives, and owners of substantial, closely held businesses. Stewart’s mission is to uncover his clients’ unique financial objectives in the areas of estate planning, business succession, and investment management. In particular, he focuses on assisting with family governance and the management of wealth through generations.
Throughout his career, Stewart continues to be active in the Napa Valley community. He is the past president of the Napa County Library Foundation, the Napa County School Board, and the Napa Kiwanis Club. Stewart also served as an active member of the Napa Valley Symphony Executive Committee and is currently a member of the Napa Chamber of Commerce.
Stewart has been quoted in BusinessWeek, the San Francisco Chronicle, Wealth Magazine, and numerous trade and industry publications. Stewart received his bachelor’s degree in Economics and graduated cum laude from the University of Wisconsin, Madison.