Stuart Sutphin, CFP®

Wealth Manager

Stuart Sutphin is dedicated to helping clients achieve a healthy lifestyle that balances finances and fun. As a CERTIFIED FINANCIAL PLANNER™, he sees the positive impact that comprehensive financial planning and financial life coaching have on a daily basis and believes that the profession can make a difference in the world. At Heritage Financial, his job responsibilities include building and implementing financial plans, as well as developing and maintaining client relationships.

Stuart brings a deep well of experience to his role at Heritage Financial that includes both client-facing and behind-the-scenes work. By combining his operational background and one-on-one work, he is able to help clients realistically and methodically discover and work toward their goals.

In addition to his role at Heritage Financial, Stuart is passionate about photography, animals (especially dogs), and is a member of the Historical European Martial Arts (HEMA) community. In addition, he enjoys reading science fiction and fantasy novels, including the works of Terry Brooks. Stuart resides in Reston, Virginia, and enjoys walking and biking the numerous trails in the area.

Education and Designations

  • B.S., Finance, Virginia Tech

  • CFP® Designation, Certified Financial Planner Board of Standards, Inc.