Stuart Choy

Associate Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Life Insurance

Qualifications & Experience

  • Series 7 and 66
Hercules, CA

Media

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Words to Live By

If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them.
Bruce Lee

Client Experience Professionals

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Team Members

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About

Stuart brings nearly two decades of experience in financial services, with a career that began in real estate before expanding into banking and wealth management. By the age of 19, he had obtained his real estate license and launched his career as a loan officer. Within 18 months, he was promoted to wholesale account executive, building a strong network of real estate brokers across California, Arizona, Nevada, and Washington.

Following the 2008 financial crisis, Stuart transitioned into broader financial services at Wells Fargo, where he deepened his expertise in investment and insurance solutions. Within six months, he was accepted into the firm’s investment program, earning his Series 7, Series 66, and life insurance licenses. Since then, he has combined his knowledge of real estate, investments, and financial planning to provide clients with comprehensive guidance tailored to their goals.

Stuart is committed to making a meaningful difference in the lives of the clients he serves. He is known for his dedication, transparency, and client-first approach – ensuring every client feels more confident, informed, and empowered after meeting with him.