WHY THE STEW
Our Simple Mission
Our simple mission is to connect CFP professionals at Steward Partners to share experiences and invoke thought leadership around all things financial planning.
Thought Leadership
We have all been financial planners for many years, and we will share our collective approaches and changes we see in the financial planning community from tax, estate, insurance and other techniques.
OUR NEXT CALL - JUNE 9th (Second MONTHLY MONDAY)
Forming the Group
Any group needs members to identify where or what we want to talk about throughout the year. As we start, we will look for those founding members that are applying financial planning in their practice.
GROUP FOUNDER
Jason Bottenfield, CFP CDFA
"As a Family Wealth Director at my prior firm, I recognized a void in advisor level thought leadership. As Steward innovates in wealth management, we will fill the financial planning void for advisors at and moving to our firm. I hope you will join me in growing what we call the Stew."