Stuart Petty CFP®
Stuart received his B.S. degree in Mechanical Engineering from Utah State University in 2013 and proceeded to get licensed as an Investment Advisor shortly thereafter. Stuart overseas the day-to-day operations of the firm. He specializes in building financial plans and providing retirement cash flow analysis. In 2018, Stuart earned his designation of Certified Financial Planner™ (CFP®), which requires advanced financial planning studies and adherence to a strict code of professional conduct. The CFP® designation is considered one of the most prestigious and sought after designations in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
When he’s not helping clients reach their financial goals, Stuart is usually spending time with his family or studying and staying current with economic and financial planning topics. Stuart was born in Arizona, raised in Utah, and now a Las Vegas transplant. Stuart loves talking sports, playing basketball, and attempting golf.
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- Life/Health Insurance Licenses
- Series 7-General Securities Representative
- Series 66-Uniform Registered Investment Advisor