Headshot
Host

Stewart Smith

President, Wealth Advisor Fiduciary, RICP®, LUTCF®

Stewart focuses on educating clients and helping them achieve their goals by using a well-thought-out financial strategy. He is a U.S. military veteran who prides himself on being a resource for pre-retirees. 

With 24 years of experience in the financial services industry, Stewart focuses on helping clients make informed financial decisions as they move from the asset accumulation to the distribution phase of retirement planning. He offers easy-to-understand retirement income planning and helps clients make informed financial decisions. 

Stewart is a financial professional offering investment and insurance products. He has passed his Series 6, 63, and 65 securities exams and holds insurance licenses in life and health, annuities, long-term care, and variable life. 

Outside the office, Stewart is an avid runner and passionate about fitness and a healthy lifestyle. 

https://clearpathretirement.com/stewart