Colin Stewart CFP®
Growing up, I watched my parents navigate the constant financial uncertainty that comes with owning and running a small business. That experience inspired me to help families build a stronger grasp on their finances so they can see exactly what their money allows them to do. My main goal is to help clients understand exactly what they can safely spend from their portfolios so they can use their hard-earned money to create lasting memories with their families.
I graduated from the College of Saint Rose in 2016 with a bachelor’s degree. I have also passed the Series 66 securities exam and hold life and health insurance licenses as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
My wife, Danielle, and I both grew up in the Hudson Valley of New York and went to college in Albany before eventually settling in Daniel Island, South Carolina. We share our home with our two daughters and our Old English Sheepdog, Winston. Outside the office, I enjoy spending quality time with my family. I can also be found playing golf, backpacking or going for a bike ride.
