Scott Stewart

Scott Stewart, who graduated with a BA in Economics in 2009, is a para-planner at Insight Wealth Strategies in San Ramon, California.  “Scott began working in the financial services industry in 2011, according to his LinkedIn page. “During that time he worked as a trader for Assetmark, Inc (formerly Genworth Financial Wealth Management), one of the largest turnkey asset management companies before joining the Insight Wealth Strategies team in January of 2015. His role as Para Planner has him assisting in the research and building of portfolios, creating financial plans and implementation of our strategies to deliver unparalleled service to our clients.”

“In my current role I am constantly evaluating the opportunity cost between various products and strategies, especially working with clients of certain industries,” Scott stated in a recent email.  “It is incredibly important to understand how supply and demand can impact not only their investments but their entire industry; and then be able to present that back to the client in a clear, coherent and sensible way.”