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By thoroughly understanding what they’ve built and how they wish to transition their businesses and their personal lives, Steven works closely with business owners, family members, and key executives to help manage their transitions. A graduate of St. Edward’s University with a BBA in Management, Steven has nearly 25 years of experience in the financial services industry.
Steven graduated from the the Certified Financial Planning program at the University of Texas at Austin . He is currently studying for his upcoming exam in November 2019.
Read more about Steven and how his personality works for you as a wealth advisor.
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Why is the Certified Financial Planning designation important to clients?
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.