Sasha Stewart, CFP®

Senior Wealth Manager

Sasha Stewart - Senior Wealth Manager | The Retirement Planning Group

Sasha Stewart, CFP®

Senior Wealth Manager

Sasha Stewart - Senior Wealth Manager | The Retirement Planning Group

Sasha Stewart, CFP®

Senior Wealth Manager

Sasha Stewart - Senior Wealth Manager | The Retirement Planning Group
Financial Advisor - 10+ Years of Wealth Management Experience | The Retirement Planning Group

Years of Industry Experience

Financial Advisor - Certified Financial Planner™ | The Retirement Planning Group

Certified Financial Planner®

Financial Advisor | The Retirement Planning Group

Bachelor of Business Administration Accounting
University of Alaska Anchorage

Meet Sasha Stewart

Sasha is a CERTIFIED FINANCIAL PLANNER® professional and Senior Wealth Manager at The Retirement Planning Group, where she works closely with individuals and families to build thoughtful, personalized financial strategies. With a strong background in wealth management, she brings experience in retirement planning, tax-aware strategies, and helping clients navigate important life transitions with clarity and confidence.

In addition to her client work, Sasha has a keen eye for detail and a deep appreciation for well-structured processes, allowing her to deliver a high level of care and consistency in every interaction. She is valued for balancing technical expertise with a down-to-earth, approachable style that clients find easy to connect with. She takes a relationship-driven approach, focusing on understanding each client’s unique goals and helping them feel more confident and in control of their financial future.

Outside of work, Sasha is passionate about staying active and spending time outdoors. She is an avid ultrarunner and enjoys competing in obstacle course racing, often combining her love of travel with destination races in unique and scenic locations. When she’s not training or racing, she enjoys hiking and exploring new trails with her family. She also values slower moments at home, relaxing and spending time with her Australian Shepherds.

SCHEDULE YOUR

10 Minute Guidance Call 🤝

It's simple - you tell us where you are headed. We’ll let you know if we think we can help you get there. And if you don’t know where you are going, that’s okay. We’ll guide you in the right direction! No cost, no commitment - just guidance.

Contact Sasha Today

Phone

Office: (423) 282-0514
Cell: (423) 740-6715
Fax: (423) 262-8175

Office Address

801 Sunset Drive
Building A, Suite 1
Johnson City, TN 37604