Ian Stuart, Cfa®, Cfp®
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Ian Stuart, Cfa®, Cfp® Email & Phone Number

VP - Financial Consultant: Helping clients own their tomorrow at Charles Schwab
Location: Portland, Oregon, United States 1 work role 1 school
1 work email found @schwab.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email i****@schwab.com
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Current company
Role
VP - Financial Consultant: Helping clients own their tomorrow
Location
Portland, Oregon, United States
Company size

Who is Ian Stuart, Cfa®, Cfp®? Overview

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Quick answer

Ian Stuart, Cfa®, Cfp® is listed as VP - Financial Consultant: Helping clients own their tomorrow at Charles Schwab, a company with 20505 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Ian Stuart, Cfa®, Cfp®.

Ian Stuart, Cfa®, Cfp® previously worked as VP - Financial Consultant at Charles Schwab. Ian Stuart, Cfa®, Cfp® holds Bachelor'S Degree, Business Administration With Finance Concentration from Eastern Washington University.

Company email context

Email format at Charles Schwab

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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Ian Stuart, Cfa®, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Ian Stuart, Cfa®, Cfp®

As a Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 503-721-2433 or email me at: ian.stuart@schwab.com.

Current workplace

Ian Stuart, Cfa®, Cfp®'s current company

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Charles Schwab
Charles Schwab
VP - Financial Consultant: Helping clients own their tomorrow
san francisco, california, united states
Website
Employees
20505
AeroLeads page
1 role

Ian Stuart, Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

  • Charles Schwab
    Vp - Financial Consultant
    Jun 2000 - Present - Portland, Oregon
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
Team & coworkers

Colleagues at Charles Schwab

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1 education record

Ian Stuart, Cfa®, Cfp® education

FAQ

Frequently asked questions about Ian Stuart, Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ian Stuart, Cfa®, Cfp® work for?

Ian Stuart, Cfa®, Cfp® works for Charles Schwab.

What is Ian Stuart, Cfa®, Cfp®'s role at Charles Schwab?

Ian Stuart, Cfa®, Cfp® is listed as VP - Financial Consultant: Helping clients own their tomorrow at Charles Schwab.

What is Ian Stuart, Cfa®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Ian Stuart, Cfa®, Cfp® at Charles Schwab.

Where is Ian Stuart, Cfa®, Cfp® based?

Ian Stuart, Cfa®, Cfp® is based in Portland, Oregon, United States while working with Charles Schwab.

What companies has Ian Stuart, Cfa®, Cfp® worked for?

Ian Stuart, Cfa®, Cfp® has worked for Charles Schwab.

Who are Ian Stuart, Cfa®, Cfp®'s colleagues at Charles Schwab?

Ian Stuart, Cfa®, Cfp®'s colleagues at Charles Schwab include Mary Nelson, Brett Jones, Cfp®, Mariajose D’Santiago, Charles Debok, and Jacob Baker.

How can I contact Ian Stuart, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Ian Stuart, Cfa®, Cfp® at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Ian Stuart, Cfa®, Cfp® attend?

Ian Stuart, Cfa®, Cfp® holds Bachelor'S Degree, Business Administration With Finance Concentration from Eastern Washington University.

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