Courtney Stewart, CFP

®

Courtney Stewart is a Certified Financial Planner   with thirteen 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.

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 her family.

Courtney is a Suma Cum Laude graduate of Oregon State University. She has a Bachelor of Science in Business Administration and a Bachelor of Arts in Spanish. 

Courtney's Team

Cindy Porter, Executive Assistant

cporter@clearfp.com 

Direct: 503.342.7157

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.

®

®

Cindy's Designations, Licenses, and Registrations:

FINRA Series 7 - General Securities Representative Examination (2016)

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

DESIGNATIONS

**www.MDRT.org Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

  • White Facebook Icon
  • White Instagram Icon
  • White YouTube Icon

The Clear Building

503.579.1000

info@clearfp.com

15573 Bangy Rd Suite 100

Lake Oswego, OR 97035

Check the background of your financial professional on FINRA's BrokerCheck. Copyright CFP 2019. 

Click here to see full disclosure.