Ethan Stewart, Cfp®, Cepa

Ethan Stewart, Cfp®, Cepa Email and Phone Number

I help business owners and nurses/advanced care professionals with their finances, so they can focus on things they care more about. @ Centennial Financial Group, LLC
Ethan Stewart, Cfp®, Cepa's Location
Johnstown, Pennsylvania, United States, United States
Ethan Stewart, Cfp®, Cepa's Contact Details

Ethan Stewart, Cfp®, Cepa work email

Ethan Stewart, Cfp®, Cepa personal email

n/a
About Ethan Stewart, Cfp®, Cepa

Contact me at ethan@centennialfg.com or 814-536-4200Check us out at http://centennialfg.com/I empower clients ambitions of the present to become their realities of the future. If you are a business owner, nurse/advanced care professional, or are looking for someone to handle your financial picture for you, then reach out or connect with me.For nurses/advanced care professionals: https://centennialfinancialgroup.net/nurses-and-physician-assistantsFor business owners: https://centennialfinancialgroup.net/business-owners We work by having an in depth conversation about where you are financially, then have an in depth conversation about what your goals are. We spend a decent amount of time on this conversation because there are many solutions out there, but we need to know what you are looking to accomplish to know what the right one is. Finally, what once we know where you are and where you want to be (goals), then what we do is put together a plan and specific strategies to help you accomplish those goals.We develop a comprehensive step-by-step plan of action which tells you specifically what you need to do in cash reserves, debt management, insurances, and asset allocation. What you end up with is the confidence that no matter what happens in the market, the economy, politics, or world events, you are on the path to your goals.Give me a call!!Our office: 227 Franklin St. Suite 302 Johnstown PA 15901.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Ethan Stewart, Cfp®, Cepa's Current Company Details
Centennial Financial Group, LLC

Centennial Financial Group, Llc

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I help business owners and nurses/advanced care professionals with their finances, so they can focus on things they care more about.
Ethan Stewart, Cfp®, Cepa Work Experience Details
  • Centennial Financial Group, Llc
    Certified Financial Planner™ Professional
    Centennial Financial Group, Llc Dec 2018 - Present
    Johnstown, Pa, Us
  • Centennial Financial Group, Llc
    Financial Advisor
    Centennial Financial Group, Llc Mar 2015 - Present
    Johnstown, Pa, Us
    Responsible for contacting and developing a client base for the firm.I take a holistic approach to planning with everyone I meet. We work together to uncover the financial goals each person has for the future. Then we work together to uncover what opportunities there are to improve the financial picture. We do this by looking at assets, debt, investments, and insurances that the individual has in place or not. Taking all of this information together we then put together a financial plan laying out what steps should be taken for the individual to achieve their goals Finally we take pride in developing a long term relationship with the client by monitoring and helping them apply and execute the plan we have laid out.Responsible for developing and maintaining the relationships with our clients and monitoring their progress in the financial plan..
  • Centennial Financial Group, Llc
    Financial Planning Intern
    Centennial Financial Group, Llc Sep 2014 - Mar 2015
    Johnstown, Pa, Us
    Serviced existing client relationships through engaging in client reviews and retention. Assisted in administrative duties directly associated with daily business operation processes. Actively pursued and achieved required licensing with FINRA registration.
  • Cetera Advisor Networks Llc
    Certified Financial Planner™ Professional At Cetera Advisor Networks Llc
    Cetera Advisor Networks Llc Jun 2021 - Present
    El Segundo, Ca, Us
  • 814 Worx
    Founder
    814 Worx May 2016 - Present
    Within one year the vision was developed, the plan was created, and 814 Worx was born.As Johnstown's first co-working space, we look to give remote workers and entrepreneurs that work from home, but are looking for an office an affordable and flexible space to get their work done.I am responsible for creating and running the business and will continue to see it grow to reach the short term and long-term goals.If you need an office or are an entrepreneur looking to grow their business, then you should reach out and get a hold of us!! Check out our website 814worx.com and our Facebook www.facebook.com/814worx for more information and updates.
  • Voya Financial
    Certified Financial Planner™ Professional At Voya Financial Advisors
    Voya Financial Mar 2015 - Jun 2021
    New York, Ny, Us
  • Fairfax County Government
    Environmental Technician
    Fairfax County Government May 2014 - Sep 2014
    Fairfax, Virginia , Us
    Verified that county water facilities were running according to governmental standards and procedures. Created and executed an inspection schedule of more than 100 facilities in the Fairfax area. Interacted with facility management at inspection and engaged with them to correct any code violations that may have been discovered.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Aug 2013 - May 2014
    Milwaukee, Wi, Us
    Responsible for networking, establishing, and maintaining business relationships with all types of clients. Created and maintain an extensive client base with a large number of high-worth individuals. Created financial plans and make recommendations for various financial products to strengthen financial plan for clients
  • Rva Card
    Co- Founder
    Rva Card Sep 2012 - Feb 2013
    Developed a contact base for daily client relations with dozens of Richmond small businesses concerned with their needs and wants. Was responsible for tracking, scheduling, executing and coordinating business sales meetings with prospects. Helped to foster the relationships with current business clients.
  • Csc
    Administrative Assistant
    Csc Jun 2010 - Jan 2013
    Global, Us
    Solved a cost issue within the business using the Six Sigma tools. Responsible for the daily tracking of the project sites for the Project Management team. Followed Standard operating Procedures (SOP) for daily monitoring in order to insure that the SLAs were met.
  • Chipotle Mexican Grill
    Student Marketing Manager
    Chipotle Mexican Grill Jul 2011 - May 2012
    Newport Beach, California, Us
    Organized marketing events within the student organization at Virginia Commonwealth University. Managed promotional events once a week throughout the semester. Consulted with potential clients regarding potential products or services expected to be in demand. Planned and prepared promotional events to increase sales by working with potential clients.

Ethan Stewart, Cfp®, Cepa Education Details

  • Virginia Commonwealth University
    Virginia Commonwealth University
    Entrepreneurial And Small Business Operations
  • College For Financial Planning
    College For Financial Planning
    Cfp®

Frequently Asked Questions about Ethan Stewart, Cfp®, Cepa

What company does Ethan Stewart, Cfp®, Cepa work for?

Ethan Stewart, Cfp®, Cepa works for Centennial Financial Group, Llc

What is Ethan Stewart, Cfp®, Cepa's role at the current company?

Ethan Stewart, Cfp®, Cepa's current role is I help business owners and nurses/advanced care professionals with their finances, so they can focus on things they care more about..

What is Ethan Stewart, Cfp®, Cepa's email address?

Ethan Stewart, Cfp®, Cepa's email address is et****@****oya.com

What schools did Ethan Stewart, Cfp®, Cepa attend?

Ethan Stewart, Cfp®, Cepa attended Virginia Commonwealth University, College For Financial Planning.

What are some of Ethan Stewart, Cfp®, Cepa's interests?

Ethan Stewart, Cfp®, Cepa has interest in Social Services, Education, Health.

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