Managing Partner
Current
Dec 2022 - Present
AeroLeads people directory · profile
Stuart Schiffman, Mba, Cfp®, Chfc® Email & Phone Number
Retirement Specialist @ Compound Wealth Advisors, LLC
at
Compound Wealth Advisors, LLC.
1 work email found
@tekvisual.com
1 phone found area 707
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Specialist @ Compound Wealth Advisors, LLC
Location
San Diego, California, United States
Who is Stuart Schiffman, Mba, Cfp®, Chfc®? Overview
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Quick answer
Stuart Schiffman, Mba, Cfp®, Chfc® is listed as Retirement Specialist @ Compound Wealth Advisors, LLC at Compound Wealth Advisors, LLC., based in San Diego, California, United States. AeroLeads shows a work email signal at tekvisual.com, phone signal with area code 707, and a matched LinkedIn profile for Stuart Schiffman, Mba, Cfp®, Chfc®.
Stuart Schiffman, Mba, Cfp®, Chfc® previously worked as Managing Partner at Compound Wealth Advisors, Llc. and CEO and Principal Advisor at Compound Wealth Advisors, Llc.. Stuart Schiffman, Mba, Cfp®, Chfc® holds Bachelor'S Degree, Economics from University Of Pennsylvania.
Company email context
Email format at Compound Wealth Advisors, LLC.
This section adds company-level context without repeating Stuart Schiffman, Mba, Cfp®, Chfc®'s masked contact details.
{first}@tekvisual.com
86% confidence
AeroLeads found 1 current-domain work email signal for Stuart Schiffman, Mba, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Stuart Schiffman, Mba, Cfp®, Chfc®
I help individuals align their financial resources with their life vision. I work with a select group of clients who want to actively design their retirement and create a legacy for their families and communities. I partner with my clients to provide creative, personalized and comprehensive financial solutions including investment, tax and estate planning.
Listed skills include Start Ups, Business Development, Solar Energy, Series 65, and 2 others.
Current workplace
Stuart Schiffman, Mba, Cfp®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Stuart Schiffman, Mba, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Ceo And Principal Advisor
Current
Jul 2017 - Present
Feb 2017 - Present
Dec 2021 - Nov 2022
Principal
Sas Capital Resources
Principal, Active Investor
Jun 2011 - Oct 2016
2 education records
Stuart Schiffman, Mba, Cfp®, Chfc® education
Bachelor'S Degree, Economics
University Of Pennsylvania
Mba, Finance
Nyu Stern School Of Business
FAQ
Frequently asked questions about Stuart Schiffman, Mba, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Stuart Schiffman, Mba, Cfp®, Chfc® work for?
Stuart Schiffman, Mba, Cfp®, Chfc® works for Compound Wealth Advisors, LLC..
What is Stuart Schiffman, Mba, Cfp®, Chfc®'s role at Compound Wealth Advisors, LLC.?
Stuart Schiffman, Mba, Cfp®, Chfc® is listed as Retirement Specialist @ Compound Wealth Advisors, LLC at Compound Wealth Advisors, LLC..
What is Stuart Schiffman, Mba, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @tekvisual.com for Stuart Schiffman, Mba, Cfp®, Chfc® at Compound Wealth Advisors, LLC..
What is Stuart Schiffman, Mba, Cfp®, Chfc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 707 for Stuart Schiffman, Mba, Cfp®, Chfc® at Compound Wealth Advisors, LLC..
Where is Stuart Schiffman, Mba, Cfp®, Chfc® based?
Stuart Schiffman, Mba, Cfp®, Chfc® is based in San Diego, California, United States while working with Compound Wealth Advisors, LLC..
What companies has Stuart Schiffman, Mba, Cfp®, Chfc® worked for?
Stuart Schiffman, Mba, Cfp®, Chfc® has worked for Compound Wealth Advisors, Llc., Carson Wealth, and Sas Capital Resources.
How can I contact Stuart Schiffman, Mba, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Stuart Schiffman, Mba, Cfp®, Chfc® at Compound Wealth Advisors, LLC., including work email, phone, and LinkedIn data when available.
What schools did Stuart Schiffman, Mba, Cfp®, Chfc® attend?
Stuart Schiffman, Mba, Cfp®, Chfc® holds Bachelor'S Degree, Economics from University Of Pennsylvania.
What skills is Stuart Schiffman, Mba, Cfp®, Chfc® known for?
Stuart Schiffman, Mba, Cfp®, Chfc® is listed with skills including Start Ups, Business Development, Solar Energy, Series 65, Renewable Energy, and Management Consulting.
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