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Stuart Petty, CFP®, ChSNC®

Desert Crest Financial

Stuart Petty, CFP®, ChSNC®

Desert Crest Financial

Stuart Petty, CFP®, ChSNC®

Desert Crest Financial

Profession LogoFINANCIAL PLANNER

Helping people get on the right track is at the core of what I do as a financial planner. By applying my love for problem-solving, I help my clients create a strategy that works for their unique circumstances and aligns with their life goals. The most rewarding part of my job is when an individual gains peace of mind and confidence in their current and future financial situation. 

Outside of work, you can find me spending time with my wife and our two kids, traveling, watching the NBA, and perfecting my Tiger Woods fist pump while attempting to golf. I also enjoy volunteering with various youth programs, covering topics like personal responsibility, outdoor adventures and financial literacy. 

Registrations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Chartered Special Needs Consultant® (ChSNC®)
  • Series 7
  • Series 66
  • Life & disability insurance licenses

Firm Description

While most people see their finances as a work in progress, our clients in particular come to us in complex, evolving circumstances. You want to be sure your finances can withstand and support your dynamic needs.

  • Investment management
  • Social Security timing
  • Tax planning
  • Retirement planning
  • Insurance planning
  • Benefits planning
  • ABLE and Special Needs Trust planning

Hours

Day From To
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only

Cost

What Is a Special Needs Planner?

Main Office

50 So. Stephanie St. Ste. 102
Henderson, NV 89012

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts