Ethan Stewart, Cfp®, Cepa Email and Phone Number
Ethan Stewart, Cfp®, Cepa work email
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Ethan Stewart, Cfp®, Cepa personal email
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.
Centennial Financial Group, Llc
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Certified Financial Planner™ ProfessionalCentennial Financial Group, Llc Dec 2018 - PresentJohnstown, Pa, Us -
Financial AdvisorCentennial Financial Group, Llc Mar 2015 - PresentJohnstown, Pa, UsResponsible 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.. -
Financial Planning InternCentennial Financial Group, Llc Sep 2014 - Mar 2015Johnstown, Pa, UsServiced 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. -
Certified Financial Planner™ Professional At Cetera Advisor Networks LlcCetera Advisor Networks Llc Jun 2021 - PresentEl Segundo, Ca, Us -
Founder814 Worx May 2016 - PresentWithin 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.
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Certified Financial Planner™ Professional At Voya Financial AdvisorsVoya Financial Mar 2015 - Jun 2021New York, Ny, Us -
Environmental TechnicianFairfax County Government May 2014 - Sep 2014Fairfax, Virginia , UsVerified 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. -
Financial RepresentativeNorthwestern Mutual Aug 2013 - May 2014Milwaukee, Wi, UsResponsible 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 -
Co- FounderRva Card Sep 2012 - Feb 2013Developed 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.
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Administrative AssistantCsc Jun 2010 - Jan 2013Global, UsSolved 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. -
Student Marketing ManagerChipotle Mexican Grill Jul 2011 - May 2012Newport Beach, California, UsOrganized 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
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Virginia Commonwealth UniversityEntrepreneurial And Small Business Operations -
College For Financial PlanningCfp®
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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