Bio
With over a decade of experience in the financial services industry, Stu Evans is a Certified Financial Planner™ professional who specializes in helping educators (professors and teachers) and business owners create personalized strategies for retirement and long-term financial success.
Stu began his career at Vanguard, where he developed deep expertise in investment management and portfolio construction. He later advanced to the role of Director of Financial Planning at Facet, where he led a team of advisors in delivering comprehensive, goals-based financial plans. His work there included building systems for retirement income planning, advanced investment strategies, college funding, cash flow optimization, and risk management through insurance planning.
Stu’s approach is grounded in clarity, education, and empowerment—values that resonate deeply with both the teaching and entrepreneurial communities. Whether you're a public school teacher, university professor, or small business owner, Stu helps you gain confidence about your financial future, reduce complexity, and retire on your terms.
When he's not guiding clients, Stu enjoys playing guitar, staying active, and continually expanding his knowledge of personal finance and economics.
