Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Stuart

I am proud of my three decades of experience as an accomplished Financial Advisor. With over twenty-five years with Citi Personal Wealth Management, I bring a multitude of experience in several disciplines that enable me to be a valued advisor to my clients.

My business process allows me to take a very personal, simple yet comprehensive approach to implementing financial strategies and servicing my client relationships. With the robust resources, there is no task too complex to assist my clients in dealing with their financial situation.

Having balance in my life has allowed me to develop a rewarding personal life with my family, wife, kids, grandkids and dogs. I reside in the Pacific Palisades Bluffs area of Los Angeles and enjoy the ocean, skiing, mountain biking, fly fishing and traveling.

I am involved in supporting areas of our community that I am passionate about that revolve around kids’ education and overall well-being.