Our Team
Sasha Stewart, CFP®
Education & Credentials
- Bachelor of Business Administration in Accounting, University of Alaska Anchorage, 2012
- CERTIFIED FINANCIAL PLANNER™ professional, 2021
Sasha Stewart, CFP®
Director of Operations
I’ve spent my career helping people feel more confident about their financial lives and
helping advisory teams deliver on that promise. I enjoy bringing organization to complex
situations, solving problems, and making things work better, for both the people we serve
and the team behind the scenes.
I began my financial services career in 2013 at WorthWhile Wealth Council, where I grew
from Operations Assistant to Director of Operations. Since then, I’ve served as Chief
Compliance Officer, Director of Financial Planning, and in advisory roles. Working across
these areas has given me an appreciation for how each part of a firm contributes to the
client experience.
As Director of Operations at Astoria Strategic Wealth, I’m excited to bring that perspective to supporting our team, strengthening our processes, and finding thoughtful ways to make our work more effective. I enjoy connecting the details to the bigger picture and helping create an environment where people have what they need to do their best work.
I live in Johnson City, Tennessee, with my husband, Zach. We’re proud parents to Keira, Ezra, and our late son, Aidan, who will always hold a special place in our family. Our six dogs, five Australian Shepherds and a Corgi, keep our home lively and full of personality. Outside of work, I’m passionate about ultrarunning and Spartan obstacle course racing.
The tougher the course and the more outrageous the challenge, the more excited I am to give it a try. I love pushing my limits and discovering what I’m capable of along the way. Our family loves travelling and exploring new places, especially if there are mountains and
hiking involved.
One team, in your corner.
Every client is supported by a team of three: a primary advisor, an associate
advisor, and a backup.
See if Astoria is the right fit.
The best way to understand how we work is a conversation. We’ll listen
first, then tell you honestly whether we can help.
