Areas of Practice

Financial Planning, Insurance Planning, Estate Planning, Asset Managment, Self Direction, Housing Navigator, Social Security Work Incentives Planner

Professional Licenses and Admissions

ChSNC- Charter Special Needs Consultant
Academy of Special Needs Planners
Life and Health
Registered Investment Advisor

Education

BA - Hobart College
ChSNC- American College

Stuart Flaum, ChSNC is a financial planner at Special Needs Family Planning LLC, a unique special needs wealth management, estate planning and insurance advisory firm for people with disabilities and their families.

In addition, Stuart is the president of Stuart Flaum Consulting LLC, a benefits advisory firm for people with disabilities and their families.

Stuart was appointed by the Governor of NY in 2013, and continues to serve on the New York State Developmental Disabilities Council, a government agency that addresses the needs of people with developmental disabilities. Stuart has served on various boards, including treasurer Parent to Parent of New York State, secretary National Autism Association Metro NY and on the Advisory Committee Devereux Glenholme School in Washington, Connecticut.

Stuart personally knows the intense, constant special needs planning required for lifetime care planning. Stuart’s son requires complex supports and services through OPWDD and Medicaid. Stuart’s son has embraced self direction and is very proud to live in his own apartment.