Courtney Stewart is a CERTIFIED FINANCIAL PLANNER™ professional and has been a financial advisor since 2007. Courtney helps her clients pursue their financial goals by providing guidance so they can proceed with confidence and comfort regarding complex financial decisions. She understands that each situation is different, and she assists her clients as they strive for many kinds of financial goals, including preparing for retirement.
Courtney volunteers her time with organizations and causes close to her heart. She has served as the co-president of Metzger Community Preschool; she founded and operated Her Financial Way, an organization dedicated to financial education for women; she helped to found WIN (Women in Networking), through the Tualatin Chamber of Commerce; and she served on the Tualatin Chamber of Commerce board of directors for two years.
Courtney is a summa cum laude graduate of Oregon State University with two bachelor’s degrees in business administration and Spanish. She enjoys traveling and exploring Oregon’s vast natural beauty with her husband Sam and their two sons.