Broker Check
Stuart Murray, CFP®

Stuart Murray, CFP®

Wealth Advisor

Stuart Murray graduated from California State University, Chico with a B.S. degree in business administration. Equipped with a solid understanding of business, a natural inclination toward investing, and a desire to help others make wise financial decisions, Stuart then pursued certifications to become a financial advisor. Now, as a CERTIFIED FINANCIAL PLANNER™ professional, Stuart helps people from all walks of life work toward their financial goals. Stuart’s is committed to helping people maximize their financial present and prepare for their financial future.

With over twenty-seven years of experience as an advisor, Stuart excels in helping high net-worth individuals, families, and business owners plan for retirement and live a comfortable life during retirement. Rather than simply directing his client's hard-earned income into generic investments, Stuart personalizes investment plans to best suit each individual situation. He enjoys helping people of various life stages make plans and preparations for financial well-being. Using comprehensive planning techniques, Stuart helps clients preserve their investments and establish financial independence while pursuing their goals. Whether it’s providing a comfortable living, generating income for life, maintaining a particular lifestyle, or finding opportunities for the future, Stuart always puts his clients' interests first.

Stuart resides in Phoenix, Arizona with his wife. His interests outside of work include traveling with his wife, cooking, entertaining, golfing and working out.  In addition, he enjoys spending time with his two daughters.