Content for Meredith Stewart
Background
Meredith grew up in Boulder, Colorado. After spending a year abroad in Spain and then getting her degree from Colorado College in Environmental Science and Spanish, she moved to Portland and found it a great place to call home. As a natural planner, Meredith began working in finance in 2018, knowing she wanted to help empower people to reach their life goals, and that having a financial plan is key to that confidence. She enjoys working with clients to provide education, clarity, and a plan to achieve their aspirations.
Meredith has a specialty in working with clients to plan for college education, home-buying, and optimizing their workplace benefits. She is also part of a collaborative team offering workshops and resources for clients going through divorce.
Outside the office
She cares about her social community and environmental impact — you can often find her volunteering and she bikes to work every day. She is also an active soccer player, and when not playing, she's likely cheering on our Thorns and Timbers National Soccer teams.
She is a part of our Diversity, Equity, and Inclusion Committee and looks for opportunities to provide pro-bono advice to under-represented groups and Spanish-speaking families. Meredith and her wife are excited to welcome a new addition to their family in 2025... a little one is on its way!
Education, Designation & Credentials
- CERTIFIED FINANCIAL PLANNER™ Certification
- Accredited Portfolio Management AdvisorSM
- Certified Divorce Financial Analyst
Insights from Meredith
Mega Backdoor Roth
You may have heard this bizarre sounding term "Mega backdoor Roth" pop up in financial articles or amongst conversations with colleagues which seems more related to furniture than finance. We’re here to break it down. We’ll start with what’s a “Roth,” then what does “backdoor” mean, and how much is “mega.”
