Why I Became a Financial Advisor
After spending the early part of my career working with large financial institutions, it became apparent my true professional passion was in helping individuals and families strategize and plan for their own long-term financial futures. Witnessing the positive impact that I can have on a client’s life as they overcome unexpected difficulties and/or achieve their own lofty goals — this is why I find my role as a financial planner to be such a rewarding one.
By treating each and every client’s personal situation as my own, I strive to provide actionable advice to help clients navigate what can often be a long and windy road toward long-term financial security.
“The desire of gold is not for gold. … It is the means of freedom and benefit.”
— RALPH WALDO EMERSON
MORE ABOUT SETH
Seth Stammler, CFA®, CFP® joined Forum Financial Management in 2018 as a Financial Advisor. Prior to joining Forum, Seth founded Bluestone Financial Management with the mission to provide clients with an efficient and evidence-based portfolio management strategy. Seth spent five years at Morgan Stanley as vice president in the fixed income division. He developed expertise in macroeconomic and credit markets while working with Morgan Stanley’s largest institutional investors.
Seth is a CERTIFIED FINANCIAL PLANNER™ professional. He is a CFA® charterholder. He holds the Associate in Risk Management (ARM) designation. He earned his MBA with concentrations in analytic finance and econometrics and statistics from the University of Chicago Booth School of Business and a bachelor’s degree in finance from the University of Maryland in College Park.
Prior to attending the University of Chicago Booth School of Business, Seth played seven seasons with the New York Red Bulls of Major League Soccer. He and his wife, Cara, enjoy splitting time between New York City and the Hudson Valley with their two children.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.