Matthew J. Stewart,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew J. Stewart, CFP®

ChFC®

President/Wealth Advisor

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015
(614) 954-1154 CONNECT WITH Matthew
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General

Matthew Stewart is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forestview Financial Partners, LLC in Delaware, OH and the surrounding communities.

Financial Advisor Overview

I have been a financial advisor for over 25 years. I have a proven track record of helping people achieve their financial goals through all phases of their life and I have helped them navigate through three economic recessions and several financial market meltdowns.

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Financial Advisor Experience

1/2017-Present: President/Wealth Advisor; Forestview Financial Partners, LLC. 7/2009 - 8/2016: Vice President/Sr. Financial Planner; Key Private Bank. 2/2005 - 10/2009: Partner of Columbus Financial Partners/Investment Advisor Representative of ING Financial Partners. 12/1997 - 1/2005: Agent/Registered Representative: Mutual of New York.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Fixed annuities: OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I am not an employee of a broker-dealer. I do partner with broker-dealers to custody clients' assets - mainly Interactive Brokers and Betterment Securities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs

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