Stew Flaherty, AIF®, ChFC®, CLU®, CRC®

Stew Flaherty, AIF®, ChFC®, CLU®, CRC®

Financial Consultant and CEO

It started with a quick question from a Westerville, Ohio athlete: Can you help me raise money? That simple question set off Stew's six-year struggle to organize, fund, and develop a women’s bobsled team that culminated in the first U.S. Olympic gold medal in women’s bobsledding at the 2002 Winter Games. His vision, commitment, and hard work were proof that the power of one person can make great things happen if you put your mind to it.

That’s the same passion that Stew and the team at FlahertyColvin bring to their clients’ financial aspirations.  “I am constantly fueled by examples of our clients reaching important milestones and achieving their goals. Knowing we played an integral role in their financial well-being is the greatest feeling in the world,” said Stew.

For Stew’s more than 50-year career as a financial advisor, he has considered himself a problem solver.  Stew believes the FlahertyColvin team is successful because they focus on the details about each client, their lifestyle, and goals. This attention to detail enables the team to step in during those instances in clients’ lives when things don’t go as planned. Stew calls them “life happens” moments when he can help clients regroup and recalculate. He likens it to the raindrop hitting a puddle’s surface. “We don’t deal with the droplet, but we can help you address the many ripples that can spread far from that droplet.”

Stew is a Chartered Life Underwriter®(CLU®), a Chartered Financial Consultant®(ChFC®), an Accredited Investment Fiduciary®(AIF®), and a Certified Retirement Counselor®(CRC®). He holds FINRA Series 7, 24, 31, 63, and 65 securities registrations through Commonwealth Financial Network®.

Stew is actively involved in his community, having served as both mayor and chairman of the city council for Westerville.  He also served 14 years as a Blendon Township Trustee. “My entire life I have viewed myself as a servant—whether that means serving my community or my valued clients.”

Stew and his wife, Marcia, have five grown children and eight grandchildren. Stew is a lifetime member of MENSA, an international traveler, photographer, and gardener, as well as a retired hockey player/coach and retired beekeeper.