Aaron Stevens, Cfp®

Aaron Stevens, Cfp® Email and Phone Number

Managing Director at STOIC FINANCIAL @ Stoic Financial
Aaron Stevens, Cfp®'s Location
Boynton Beach, Florida, United States, United States
Aaron Stevens, Cfp®'s Contact Details

Aaron Stevens, Cfp® work email

Aaron Stevens, Cfp® personal email

n/a

Aaron Stevens, Cfp® phone numbers

About Aaron Stevens, Cfp®

As a Financial Advisor, I am dedicated to learning and understanding every client’s unique needs and goals, and work alongside them to help develop and implement strategies for building wealth and realizing those goals.I strongly believe the most important aspects of investing is having an investment plan in place. Working with my clients to help them understand their whole financial picture, I am able to deploy strategies and build appropriate portfolios to help manage risk with a conservative approach. This is an ongoing process, and as your life circumstances change, we will actively adapt your plan and portfolio to stay on course toward meeting your objectives. Although I do not provide tax advice, I will also help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth - now and for generations to come.I hold a Bachelor’s Degree from Florida Atlantic University and an MBA from University of Phoenix. I have also earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification from Florida Atlantic University. For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.Away from the office, I enjoy playing golf, and spending time with my wife and two daughters. I am also a member of Delray Beach Elks Lodge #1770 and participate actively in my daughter’s educational and athletic programs.Please contact me by e-mail at aaron.stevens@lpl.com or by Phone (561) 922-0393. Securities and advisory services offered through LPL Financial, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to see "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Aaron Stevens, Cfp®'s Current Company Details
Stoic Financial

Stoic Financial

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Managing Director at STOIC FINANCIAL
Aaron Stevens, Cfp® Work Experience Details
  • Stoic Financial
    Managing Director
    Stoic Financial Feb 2021 - Present
    Boynton Beach, Florida, United States
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jul 2012 - Jan 2021
    Boca Raton, Fl
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
  • Wells Fargo Bank, N.A.
    Private Banker
    Wells Fargo Bank, N.A. Mar 2007 - Jun 2012
    West Palm Beach, Florida Area
    Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Aaron Stevens, Cfp® Skills

Investment Planning Retirement Planning Asset Allocation Investment Strategies Iras 401k Rollovers Insurance Retirement Income Strategies Investments Wealth Preservation Planning Financial Advisory Fixed Income Portfolio Analysis Estate Planning Strategies

Aaron Stevens, Cfp® Education Details

Frequently Asked Questions about Aaron Stevens, Cfp®

What company does Aaron Stevens, Cfp® work for?

Aaron Stevens, Cfp® works for Stoic Financial

What is Aaron Stevens, Cfp®'s role at the current company?

Aaron Stevens, Cfp®'s current role is Managing Director at STOIC FINANCIAL.

What is Aaron Stevens, Cfp®'s email address?

Aaron Stevens, Cfp®'s email address is aa****@****ors.com

What is Aaron Stevens, Cfp®'s direct phone number?

Aaron Stevens, Cfp®'s direct phone number is +131487*****

What schools did Aaron Stevens, Cfp® attend?

Aaron Stevens, Cfp® attended Florida Atlantic University - College Of Business.

What skills is Aaron Stevens, Cfp® known for?

Aaron Stevens, Cfp® has skills like Investment Planning, Retirement Planning, Asset Allocation, Investment Strategies, Iras, 401k Rollovers, Insurance, Retirement Income Strategies, Investments, Wealth Preservation Planning, Financial Advisory, Fixed Income.

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