Stewart Gooding, CFP®

Certified Financial Planner

Stewart Gooding is HSA Bank’s Regional Vice President for RIA and Third Party Distribution of their Advisor Directed platform, HSAdvisor+.  Stewart helps Advisors create and sell their own, Custom HSA Investment Solutions.

Prior to working at HSA Bank, Stewart was the National, Institutional Sales Director for HealthSavings Administrators.  There he helped pioneer Advisor Driven HSAs.

In the 403b world with AIG-VALIC, Stew served as the VP Retirement Plan Consultant for the Central and Western Regions. In addition to supporting Sales, Stew was a resource for their Plan Design and Benchmarking Analysis.

Stew also served as the Senior Vice President of PLANSPONSOR’s Client Services and Pathfinder Search Divisions.

Stewart has presented on various topics such as; “Acting on HSAs: Practical Considerations for Offering HSA Advice”, “Increase 401(k) Revenue with Investment HSAs”, “How to Perform a Prudent Plan Benchmark”, “A Roadmap for Fiduciary Survival” and “Defaulting into Target Date Funds” at Excel 401k, ASPPA, Fi360 and PLANSPONSOR conferences.

Stewart has over 25 years in the retirement-business and has earned his MBA and CFP.