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Stephen Kates, Cfp® is listed as Principal Financial Analyst for RetireGuide.com & Annuity.org | Founder, Clocktower Financial Consulting at Launch That, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at redventures.com and a matched LinkedIn profile for Stephen Kates, Cfp®.
Stephen Kates, Cfp® previously worked as Principal Financial Analyst at Launch That and Founding Principal at Clocktower Financial Consulting, Llc. Stephen Kates, Cfp® holds B.S., Economics from Trinity College-Hartford.
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Stephen Kates is a CFP® professional and personal finance expert specializing in financial planning and education. He is the Principal Financial Analyst for Launch That, the parent company of Annuity.org and RetireGuide.com. Stephen is also the Founder of Clocktower Financial Consulting, LLC, and formerly the Head of Financial Planning for Advisor.com. Stephen’s 15+ years of experience in wealth management and fintech leadership has established him as a knowledgeable and strategic thinker on brand building, practice management, and financial planning. In his role as Principal Financial Analyst, Stephen provides strategic insights on current market and industry trends for consumer and financial advisors. Stephen's mission is to simplify complex financial topics and make financial planning accessible to everyone. He leverages his analytical skills, strategic thinking, and passion for financial literacy to help financial advisors and fintech brands deliver exceptional products and services. He offers practical guidance and targeted solutions to support organizational growth and operational improvements. Stephen is experienced in client-focused financial planning, personal finance coaching, business development, and leading B2B/B2C businesses in the online fintech space. His in-depth financial planning and fintech business experience have made him an in-demand resource for other advisors, retirees, and first-time savers. Stephen has appeared on national broadcasts and has been quoted in leading digital publications, sharing his insights and expertise on financial planning and personal finance education. You can learn more at Annuity.org and StephenKates.com.
Listed skills include Investments, Customer Service, Series 7, Financial Services, and 24 others.
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Orlando, Florida, Us
Economic and finance industry analyst for RetireGuide.com and Annuity.org. Our focus is delivering relevant and data-driven information for individuals planning for and entering retirement.
Clocktower Financial Consulting is a premier financial consulting firm that empowers businesses to develop targeted consumer finance solutions and go-to-market strategies. Specializing in both fractional and full-time consulting and advisory services, Clocktower Financial Consulting serves as a dedicated partner for wealth management and consumer-facing financial technology brands. We offer practical guidance and targeted solutions to support the growth of organizations looking to scale their operations using our expertise, structured approach, and process-driven frameworks.Learn more at StephenKates.com or ClocktowerFinancial.co
Charleston, South Carolina, Us
Advisor is a fast-growing fiduciary financial planning and holistic wealth management firm. We are client-driven and advice-focused and we believe financial planning should be engaging, motivating, and reassuring.• Built and oversaw the Advisor Wealth Management financial advisory and asset management teams, with responsibility for overall practice management, service model, and client experience• Supported and improved client acquisition, growing the client base by 700% in 2023• Key stakeholder within the internal go-to-market team responsible for product, pricing, staffing, and marketing decisions• Composed and curated company-level communication with clients and financial service partners including partnership agreements, economic commentary, and ongoing strategic advisory communications• Represented Advisor.com in financial media including digital, print, and podcast appearances
Charleston, South Carolina, Us
• Worked directly with the founder and CEO to operationalize a Go-to-Market strategy for a virtual-only registered investment advisor (RIA) business• Offered expertise and implementation support, providing insight into practice management, marketing, operations, sales, and advisor enablement
Fort Mill, Sc, Us
• Responsible for partner management of 36 existing lending partners within the personal, home equity, student, and auto loan marketplaces across Bankrate.com and TheSimpleDollar.com properties• Manage business relationships with new and existing partnerships including contracting, price negotiation, and implementation
New York, Ny, Us
• Developed highly personalized, comprehensive financial advice for individuals in academic, medical, public service, and research fields
Boston, Ma, Us
• Built a comprehensive financial planning practice focused on high-net-worth individuals and families through educational seminars, referrals, organizational networking, and existing client development• Received Excellence in Action recognition for client service and business growth achievements
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Stephen Kates, Cfp® works for Launch That.
Stephen Kates, Cfp® is listed as Principal Financial Analyst for RetireGuide.com & Annuity.org | Founder, Clocktower Financial Consulting at Launch That.
AeroLeads has found 1 work email signal at @redventures.com for Stephen Kates, Cfp® at Launch That.
Stephen Kates, Cfp® is based in Charlotte, North Carolina, United States while working with Launch That.
Stephen Kates, Cfp® has worked for Launch That, Clocktower Financial Consulting, Llc, Advisor, Red Ventures, and Tiaa.
You can use AeroLeads to view verified contact signals for Stephen Kates, Cfp® at Launch That, including work email, phone, and LinkedIn data when available.
Stephen Kates, Cfp® holds B.S., Economics from Trinity College-Hartford.
Stephen Kates, Cfp® is listed with skills including Investments, Customer Service, Series 7, Financial Services, Leadership, Microsoft Excel, Business Strategy, and Financial Analysis.
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