Broker Check

Courtney Stewart CFP® Wealth Advisor

Three Centerpointe Dr. Suite 160 | Lake Oswego, Oregon 97035

(503) 828-3069 | [email protected]

Courtney Stewart is a CERTIFIED FINANCIAL PLANNER TM professional with over ten years of wealth management experience. Dedicated to helping her clients achieve their personal financial goals, Courtney provides assistance with investment management, retirement planning, college savings and life insurance. She specializes in helping clients transition into retirement and believes that the way people manage their money has a tremendous impact on their lives, happiness and peace of mind.

Courtney works closely with the Tualatin Chamber of Commerce and has served on the steering committee for Women In Networking, an organization that promotes professional growth among businesswomen in the local community.  Courtney also speaks at various women’s leadership symposiums in the Portland/Vancouver area.

Passionate about helping women, Courtney Stewart founded Her Financial Way* in 2010, a series of workshops designed to educate women about money and finances. She is also an active member of the community and enjoys speaking at events in the greater Portland area. Courtney works closely with the Tualatin Chamber of Commerce and serves on the steering committee for Women In Networking, an organization that promotes professional growth among businesswomen in the local community.

When not immersed in the world of finance, Courtney enjoys international travel, hiking in the Pacific Northwest, improving her Spanish speaking skills, and spending time with friends and family. Courtney is a Suma Cum Laude graduate of Oregon State University.

Services

Wealth Management

We create strategies tailored to your goals.

Tax Planning

Helping clients utilize investment vehicles to reduce their tax liabilities.

Insurance Planning

Family and wealth protection to protected against the unknown.

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Team

Cindy Porter Executive Assistant

Direct: (503) 342-7157 | [email protected]

Cindy Porter joined Clear Financial Partners in January 2015 as Executive Assistant to Advisor Courtney Stewart.  A Magna Cum Laude graduate with a BA in Liberal Studies from Humboldt State University and a minor in Music, Cindy also earned several California State Teaching Credentials while at San Diego State University.  After years of experience in both education and the music business, Cindy states, “I am thrilled to be at Clear Financial Partners, where I am able to combine my organizational skills with my desire to help others succeed.”

Cindy was born and raised in Eureka, California, home to redwood forests, beautiful beaches, and the Samoa Cookhouse.  Over the years, Cindy has improved her own cooking skills for large crowds, especially necessary for feeding her five children.  Cindy’s hobbies are backyard berry farming, writing stories, and playing the flute in the Lake Oswego Millennium Concert Band.

Designations, Licenses, and Registrations:

FINRA Series 7 - General Securities Representative Examination (2016)

FINRA Series 63 - Uniform Securities Agent State Law Examination (2016)