Judy Ann Stewart is the owner of Stewart Financial Services. She has been offering life-centered and comprehensive financial planning services for 10 years. She became a Certified Financial Planner (CFP) after serving as the President and CEO of Rancho Vista National Bank, a community bank that she and others founded in 1982. Ms Stewart has a Masters in Business Administration and is an Enrolled Agent licensed by the IRS. In 2003, she was honored to be named as one of the top 100 Financial Advisors in the Untied States by Mutual Funds Magazine. And in 2009, Ms Stewart is reconginized as one of the 2009 Five Star Wealth Managers in San Diego.
Ms Stewart is a member of Cambridge Advisors; a national network of fee-only financial advisors committed to serving the financial planning needs of Middle-America and is also a member of The National Association of Personal Financial Advisors, the largest fee-only financial planning association in the world.
She attends and serves at Generation Church in Oceanside, California, and has traveled to Uganda in 2007 and 2008 to teach men and women basic business classes so that they can help lift themselves out of poverty. She resides in Oceanside, Ca., and Borrego Springs, Ca., with her husband, Bill and their two pets, a cat named Daisy Mae and a dog named Dakota.
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