What is Cfp Stephen Kepler email address?

Cfp Stephen Kepler's primary email address is **************@privateocean.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Stephen Kepler work for?

Cfp Stephen Kepler is a Vice President at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Stephen Kepler graduated from?

Cfp Stephen Kepler holds a degree in from University of California, Berkeley.

How can I directly contact Cfp Stephen Kepler?

To contact Cfp Stephen Kepler directly, you can use the email address **************@privateocean.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Stephen Kepler?

Stephen Kepler is a seasoned financial advisor with over two decades of experience in equity sales and trading, now specializing in wealth management. He currently serves as a Vice President at Wealthspire Advisors, where he focuses on providing holistic financial planning and investment management to high net worth individuals. His previous roles at firms like Private Ocean and Aspiriant have honed his expertise in asset allocation and capital markets, enabling him to guide families through complex financial landscapes. Stephen's unique blend of technical knowledge and personal counseling skills allows him to develop tailored financial strategies that support lifestyle, retirement, and philanthropic goals. He is a graduate of Vanderbilt University and holds a professional certification in personal financial planning from UC Berkeley. Outside of work, he is passionate about educating clients on financial literacy and sustainability in investment practices.