Stephen Spicer CFP® is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. He is a trusted advisor to individuals, families, and businesses, providing comprehensive financial planning and investment management services. He is committed to helping his clients achieve their financial goals and objectives. Stephen has a passion for helping people make sound financial decisions. He takes the time to understand his clients’ unique needs and goals, and then develops a customized plan to help them reach their desired outcomes. He is knowledgeable in all areas of financial planning, including retirement planning, estate planning, tax planning, and investment management. He also has expertise in insurance planning, debt management, and college planning. Stephen is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. He is also a Certified Financial Planner™ professional, which is the highest designation in the financial planning industry. He is committed to staying up-to-date on the latest financial trends and strategies, and is dedicated to providing his clients with the best advice and guidance.