Stuart is an experienced financial professional with over 35 years of experience in the finance, accounting, and insurance industries. He has served the wealth management needs of individuals and businesses specializing in investing principles and strategies, retirement investing and distribution strategies, estate conservation issues and risk management analysis.
Prior to joining Sax Wealth Advisors in 2019, Stu was an Investment Advisor Representative and Chief Compliance Officer at a wealth management firm in Fair Lawn, NJ.
Stu graduated from Fairleigh Dickinson University with a B.S. in Accounting. He is a Certified Financial Planner™ practitioner and a Certified Public Accountant in New Jersey.
On a personal note, Stu enjoys golfing, volunteering in the organizations he serves and spends a lot of time on his family genealogy.
Awards & Honors
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