Ben Stewart has 18 years experience as a financial advisor and portfolio manager. He founded Stewart Wealth Management in 2007, after spending seven successful years as a Vice President at Wachovia Securities.
I greatly enjoyed chatting with Ben! He has a very matter-of-fact approach to investing and is so incredibly down to earth and comfortable with sharing his vast insight. He never over complicates the conversation with opaque lingo or flashy "solutions".
Ben serves his clients with high energy, a pro-active work ethic, and a creative investment approach to build wealth. He strives to take the mystery out of the complex world of investments with simplified communication and effective stratgeies . Ben has specialized knowledge in not only stock and bond markets, but also real estate investments.
Ben grew up in Novato, California and graduated from California State University of Sacramento in 1996.