David Stuart, CLU, ChFC, CRPC
For more than 35 years, David Stuart has been providing guidance to his clients in the areas of retirement planning, Medicare planning and investment planning. Typically, he works with individuals and couples nearing or in retirement, to help them define their goals, understand and evaluate their needs, and present ways to help fulfill their objectives. He also educates individuals about their Medicare options and assists them in implementing their Medicare choices. Finally, he works with his clients on an ongoing basis to implement and monitor their planning.
Mr. Stuart received a B.A. degree from Grove City College, and he earned a Masters Degree from Shippensburg University. Through the American College he earned his Chartered Life Underwriter (CLU) and his Chartered Financial Consultant (ChFC) designations. He has also become a Chartered Retirement Planning Counselor (CRPC) through the College of Financial Planning. In the early 1980’s he entered the financial services industry as a consultant with CIGNA Corporation. His division of CIGNA was acquired by Lincoln Financial Group in the mid 1990’s. He has been a financial advisor in southern New Jersey and in the Greater Philadelphia area since 1987. He lives in Medford, New Jersey with his wife, Barbara.