Stuart Boxenbaum
President | Certified Financial Planner (CFP®) | 20+yrs Investment Retirement Advisor at Statewide Financial Group, Inc | Jupiter, Florida, United States
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Stuart Boxenbaum, as the President and Founder of Statewide Financial Group, Inc., brings over 20 years of expertise as a Certified Financial Planner (CFP®) and Investment Retirement Advisor. His extensive background, which includes a Master of Science in Business Management from Troy State University and a Bachelor of Science in Business Administration from Colorado State, equips him with a robust understanding of financial strategies tailored for retirees and those nearing retirement. Since founding Statewide Financial Group in 1994, Stuart has dedicated his career to helping clients navigate the complexities of retirement planning, focusing on developing secure financial strategies that minimize risk while maximizing potential returns.
At Statewide Financial Group, Stuart leads a team committed to providing personalized financial advisory services, including estate planning, income tax planning, and guaranteed lifetime income strategies. His approach emphasizes safe money concepts, ensuring that clients can enjoy their retirement years without the anxiety of financial instability. Currently, he is spearheading key projects aimed at enhancing client education around asset management and small business consulting, further solidifying the firm’s reputation as a trusted partner in financial security.
Stuart’s unique perspective as a former US Air Force Commissioned Officer informs his disciplined approach to financial planning, instilling a sense of trust and reliability among his clients. By leveraging his extensive knowledge and experience, he empowers individuals to make informed decisions about their financial futures, ensuring they have the necessary tools to achieve lasting financial independence. Through his leadership, Statewide Financial Group continues to thrive as a beacon of financial guidance, dedicated to helping clients secure their financial legacies.
President | Certified Financial Planner (CFP®) | 20+yrs Investment Retirement Advisor at Statewide Financial Group, Inc in January 1994 to Present
Independent Health Insurance Agent at Keith Wood Agency in January 1988 to January 1994
1st Lieutenant at United States Air Force in January 1977 to January 1981
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Investments
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Financial Advisor
Guaranteed Lifetime Income
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Trusts
Wills
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Safe Money Concepts
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CFP
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Term Life Insurance
Small Business
Finance
Financial Planners
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Discover more about Statewide Financial Group, IncWhat is Stuart Boxenbaum email address?
Email Stuart Boxenbaum at [email protected] and [email protected]. This email is the most updated Stuart Boxenbaum email found in 2026.
What is Stuart Boxenbaum phone number?
Stuart Boxenbaum phone number is +19087831272 and +15612522017.
How to contact Stuart Boxenbaum?
To contact Stuart Boxenbaum send an email to [email protected] or [email protected]. If you want to call Stuart Boxenbaum try calling on +19087831272 and +15612522017. (updated on October 29, 2024)
What company does Stuart Boxenbaum work for?
Stuart Boxenbaum works for Statewide Financial Group, Inc
What is Stuart Boxenbaum's role at Statewide Financial Group, Inc?
Stuart Boxenbaum is President | Certified Financial Planner (CFP®) | 20+yrs Investment Retirement Advisor
What industry does Stuart Boxenbaum work in?
Stuart Boxenbaum works in the Financial Services industry.
Stuart Boxenbaum Email Addresses
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