Stuart Coats (BBA, CFP®, MBA)

Stuart Coats focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Stuart W. Coats is the founder and President of Coats Financial Planning, Inc.  As a CFP® professional and NAPFA-Registered Financial Advisor, Stuart is proud to provide unbiased financial advice to dozens of clients located in the Louisville area and all around the country.

Stuart spent a decade in key finance roles at two of the world’s most respected companies, General Electric Co. and Ford Motor Co., before following his true calling as a personal financial planner.

“For over 15 years,” says Stuart, “I have been privileged to put to work my own extensive finance experience and education to help folks sort through all the complexity in their financial lives -- to put their financial affairs in order and lay out clearly defined financial goals for the future. In addition, as a Fee-Only firm that accepts no commissions, I can be completely objective in my advice and recommendations. All potential conflicts of interest regarding compensation are removed. I work for no one but the client,” Stuart emphasizes.

In addition to more than 25 years of extensive experience as a finance professional, Stuart has two finance degrees – an MBA from Indiana University and a BBA from the University of Kentucky.

Stuart is a CFP® professional and a NAPFA-Registered Financial Advisor, having undergone a peer review of his financial planning work and accepted the strict code of ethics and fiduciary oath required by the National Association of Personal Financial Advisors (NAPFA), a nationally-acclaimed organization devoted to providing comprehensive Fee-Only financial planning with the highest level of ethical standards.

A native of Elizabethtown, Kentucky, Stuart resides in Louisville with his wife, Anna and daughter, Georgia.

NAPFA Start Date

September 06, 2001

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This Office

1303 Clear Springs Trce Ste 110 Louisville, KY 40223-3860 Phone: (502) 426-0300 Fax: (502) 326-3010