Stuart J. Spivak, LUTCF, RFC

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Stuart J. Spivak has been a financial advisor and financial educator for 30+ years servicing clients nationwide. As Senior Partner & Founder of The Spivak Financial Group, Stuart helps individuals to make better decisions with their money. Wealth management/portfolio management, tax planning, retirement/income planning, and unlocking retirement funds for income utilizing IRS Rule 72(t) SEPP for those under Age 59 and a half as well as debt elimination strategies for a more secure retirement are SFG’s specialties.

Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806 Phone: (714) 456-1790. The Spivak Financial Group and Centaurus Financial, Inc. are not affiliated. Neither The Spivak Financial Group or Centaurus Financial, Inc. offer tax or legal advice. This message is intended for residents of the United States of America in certain states only. Please check with us to ensure we are registered in your state.

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