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Matthew Stewart, CFP®, ChFC®

Matthew Stewart, CFP®, ChFC®

Insurance Agent

Followers of Matthew Stewart, CFP®, ChFC®2000 followers
location of Matthew Stewart, CFP®, ChFC®Delaware, Ohio, United States

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  • Timeline

  • About me

    President at Forestview Financial Partners, LLC

  • Education

    • Westerville South High School

      1985 - 1989

    • The Ohio State University

      1994 - 1995

    • Columbus College of Art & Design

      1991 - 1993

    • Bowling Green State University

      1989 - 1990

  • Experience

    • United American Insurance

      Jul 1997 - Dec 1997
      Insurance Agent

      Specialized in Long-term care insurance, Medicare supplements, and Fixed-annuities for clients aged 65 and older.

    • The MONY Group

      Dec 1997 - Feb 2005
      Financial Professional

      I was a financial advisor specializing in working with small business owners. In addition to helping them plan for their personal financial goals, I helped them with their business exit & succession planning, employee benefits and executive deferred compensation programs.

    • Columbus Financial Partners

      Feb 2005 - Aug 2009
      Partner

      When I was there, Columbus Financial Partners was an independent branch of Voya Financial Partners (fka ING Financial Partners). I was a Partner of Columbus Financial Partners as well as an Investment Adviser Representative/Registered Representative of ING Financial Partners. I helped clients plan to achieve their financial goals & dreams utilizing the financial planning process, portfolio management and insurance. I also managed our firm's intern program.

    • Financial Planning Association of Central Ohio

      Jan 2006 - Dec 2012
      Board Member

      As a board member of the Financial Planning Association of Central Ohio I held various roles within the organization, including President in 2008 and Treasurer in 2010-2012.

    • KeyBank

      Jul 2009 - Aug 2016
      Senior Financial Planner/Vice President

      Key Private Bank is the wealth management division of KeyBank. I was the Sr. Financial Planner for the Central Ohio market working with a team of other colleagues offering concierge banking, investment and trust services to the bank’s high-net worth clients.

    • Applied Behavioral Services Columbus

      Aug 2016 - Jan 2017
      Interim CFO

      It is the mission of ABS to help bring children with autism to their highest potential by providing ongoing evidence based therapeutic treatment as well as training and supervision for familes, providers, and the community.

    • Forestview Financial Partners, LLC

      Jan 2017 - now
      President

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Jan 2006
      View certificate certificate

    • Notary Public

      Ohio Secretary of State
      Apr 2018

    • Chartered Financial Consultant®

      The American College of Financial Services
      Feb 2015
      View certificate certificate

  • Honors & Awards

    • Awarded to Matthew Stewart, CFP®, ChFC®
      2012 Private Bank Deal of the Year Key Private Bank Central Ohio Feb 2013 This is a team award. I was included on it due to the extensive work I did with one of our clients where I helped him redesign his estate plan, introducing more sophisticated strategies.
    • Awarded to Matthew Stewart, CFP®, ChFC®
      2012 Signature Circle Award KeyBank Feb 2013 KeyBank's award for exceptional performance. "Signature Circle encompasses a group of individuals who are the very best at what they do. Winners of this award consistently exceed their targeted goals and rank within the Top 10 of their peer group for performance, while at the same time deliver extraordinary service to our clients."
    • Awarded to Matthew Stewart, CFP®, ChFC®
      Private Bank's 2012 Internal Partner of the Year KeyBank Central Ohio Private Banking Feb 2013 I was named the Central Ohio Key Private Bank "Internal Partner of the Year" for 2012.
    • Awarded to Matthew Stewart, CFP®, ChFC®
      2011 Better Together Award KeyBank Mar 2012 This is a team award given to a group of KeyBank employees across multiple lines of business who come together to solve a client's problems and, in the process, earn more of their business.
    • Awarded to Matthew Stewart, CFP®, ChFC®
      Business Banking 2011 Business Partner of the Year KeyBank Central Ohio Business Banking Mar 2012 KeyBank's Business Banking team in Central Ohio honored me with this award at our annual awards dinner.
    • Awarded to Matthew Stewart, CFP®, ChFC®
      Best Financial Adviser for Doctors Medical Economics magazine Nov 2011 I was named to the list of "Best Financial Advisers for Doctors" by Medical Economics magazine in 2011 and again in 2012.