Rebecca Stewart, CLTC®, CPFA

Managing Partner, Vice President, Financial Advisor

Columbus, OH Office

As a financial advisor, Rebecca Stewart employs many modern financial planning tools to help clients build robust financial plans. Through this process, she focuses on helping families transition assets across multiple generations. Rebecca also works with large corporations and agri-businesses to build comprehensive succession plans, while supporting their employees with a diverse lineup of planning alternatives to help them prepare for retirement.

Rebecca has more than two decades of experience in the financial services industry. She joined Secure Path Advisory Group in 2010 and was promoted to the role of vice president in 2020. Prior to joining the firm, Rebecca was a financial advisor, working with clients across the United States. She began her career at a large corporate insurance company in Columbus, Ohio, where she gained a wide range of experience related to investments, annuities, life insurance and long-term care.

Rebecca has a bachelor’s degree in business administration and human resources management from Franklin University. She holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Certified Long Term Care Consultant (CLTC®) designation. She has also passed the FINRA Series 7, 6, 63 and 66 exams.

Outside of work, Rebecca is an active member of her church and is the chairperson for a women’s ministry leadership team. She is an active supporter of The Columbus Zoo and local board game hobby groups. Rebecca and her husband, Keith Stewart, have three daughters. In their free time, Rebecca and her family enjoy spending time outdoors, traveling and playing board games.