Headshot of John Belluardo

John Belluardo

  • ChFC®

Stewardship Financial Services

Irvington, NY

Contact John

John can help you with

  • Investment Analysis
  • Retirement Planning
  • Insurance Planning
  • College Planning

Expertise

  • Investment Analysis and Planning
  • Retirement Planning
  • Insurance and Risk Management
  • Estate and Legacy Planning
  • Cash Flow Analysis
  • Debt Management
  • Saving and Investing for College

About

John Belluardo founded Stewardship in 2003 to provide unbiased financial advice to all who need it. Stewardship sells no products, has no minimum asset requirements and earns no commissions. All revenue (100%) comes from clients which frees Stewardship to focus 100% on client needs.

Prior to Stewardship, John worked at TIAA-CREF and Morgan Stanley. He has also done consulting work at Morgan Stanley, KPMG, MBIA and General Motors Asset Management. John has more than 25 years of financial services experience.

John does all of Stewardship’s financial planning work. All clients work directly with John. He holds a Charted Financial Consultant (ChFC) designation from The American College in Pennsylvania, a Masters degree in Religion from Fordham University and an undergraduate degree from Syracuse University.

John is married to Sherry, a school teacher. They live in Westchester with their dog, Daisy, and cats Puma and Skippy-Lou.

See Other Advisors

Browse our directory of flat fee advisors for further options.

View All Advisors