Stephan joined the Castle Wealth Management team in February 2016 as a Financial Planning Associate.
Stephan earned his B.S.B.A. degree in Finance from the University of Central Florida in December 2015 and is currently working on his Certified Financial Planner (CFP®) designation through the CFP® board. Prior experiences in the financial services industry include Northwestern Mutual. He is registered as an Investment Advisory Representative and currently holds his 2-15 (Life and Health) and Series 65 licenses.
Stephan focuses on assisting the Castle Wealth Management’s financial planning team with assessing client needs through comprehensive financial planning and implementing strategies to achieve client goals. Stephan works with clients in preparing financial plans, retirement plans, investment management, college saving, cash flow analysis and, insurance reviews. Stephan assists the Portfolio Manager with investment research for the Investment Committee.
Stephan moved to Jupiter, Florida in 2000 with his family. He enjoys golfing, fishing, and spending his free time with his family and friends.