EastCap Wealth Planning Inc o/a Stewart Fisher Financial
Company

EastCap Wealth Planning Inc o/a Stewart Fisher Financial

Financial Services Ca 4 employees
Employees
4
Contacts
2
Emails
2

EastCap Wealth Planning Inc o/a Stewart Fisher Financial Overview

Headquarters
Ca
Industry
Financial Services
Employees
4
Founded
2022
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About EastCap Wealth Planning Inc o/a Stewart Fisher Financial

EastCap Wealth Planning Inc has merged with Stewart Fisher Financial of Windsor. We specialize in delivering comprehensive wealth management solutions tailored to the needs of individuals and families, corporate executives, business owners, and incorporated professionals. Our clients face increasingly complex financial situations that demand expert coordination and strategic planning. At Stewart Fisher Financial, we streamline your financial affairs by developing a cohesive strategy that integrates every aspect of your financial life—from investments to tax planning. Our experienced team works diligently to bring organization and efficiency, allowing you to focus on what matters most. Consider us your dedicated financial strategist, committed to helping you achieve your financial goals with precision and expertise. In association with Serenia Life Financial, Financial Horizons, IDC Worldsource Insurance Network Inc and Quadrus Investment Services Ltd.

EastCap Wealth Planning Inc o/a Stewart Fisher Financial Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

EastCap Wealth Planning Inc o/a Stewart Fisher Financial Org Chart

Sample employees and titles
Name Title Contact
Larry Hoekstra, Cfp, Chs, Fic Certified Financial Planner at Stewart
Email
Kathy Pettit Business Development & Operations
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Mark Giovannetti, Pfp Retired
Email
Tiffany Dietrich Executive Administrative Assistant
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Employees by Management Level

Individual contributor 3 profiles
Associate / junior 1 profile

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