Rich Stewart, CFP®, ChFC, CLU
Retirement Planning Specialist

I help families and business owners design and implement a financial plan based on their values and goals. Having a financial plan means that you have a specific strategy for each of your needs and goals. Imagine knowing that you have a strategic plan for everything that you want to accomplish; Financial Independence, College Funding, Asset Allocation, Wealth Management, Estate Planning, Charity Work and Travel, just to name a few.  Having a sound financial strategy can give confidence and security.

What We Do For You:

• Talk in detail about your goals
• Discuss what is important to you
• Evaluate how much risk is appropriate for you
• Take an inventory of your current assets
• Analyze how closely what you're doing now aligns with your current goals
• Develop and implement a financial plan that will be a roadmap to guide you through life's financial challenges
• Meet 2 - 4 times per year to review performance, monitor your progress, and reconfirm goals

At AXA Advisors, we are an open architecture. That means we have thousands of investment tools, products, and services to use to help you achieve your goals. We are not tied to any proprietary products.

 Credentials and Strengths

• 15 years experience in the Financial Services Industry, focused on:
  Financial Planning
  Wealth Management
  Retirement Planning
  Tax Advantage Investment Strategies
  Education Savings Plans
  Risk Management and Insurance
  Estate Planning
  
• I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School of Business.
  
• Member of AXA Advisors exclusive Paramount Planning Group, an internal group of financial professionals who are distinguished by a high standard of experience and service within the industry.
  
• My goal is to help high net worth families and individuals develop a financial plan that allows them to devote their valuable time to their families, careers, hobbies and personal interests.
  
• Education:
  CFP® (CERTIFIED FINANCIAL PLANNER™ professional)
  ChFC (Charter Financial Consultant)
  CLU (Chartered Life Underwriter)
  CASL (Chartered Advisor for Senior Living)
  University of Washington, Bachelor's Degree

• Full time Client Relations Manager (CRM) to help you with administrative tasks
  
• A large part of my client base are Microsoft executives
  
• AXA Advisors’ Bellevue Branch Associate of the Year 2001, 2002, 2003, 2004, 2005, 2006, 2008 and 2009.  Washington state Chartered Finacial Advisor of the year 2006, 2008, and 2009.
  

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.