Vice President
Current
Jan 2022 - Present
AeroLeads people directory · profile
Stephen Kepler, Cfp® Email & Phone Number
Vice President
at
Wealthspire Advisors
1 work email found
@wealthspire.com
5 phones found area 415 and 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Vice President
Location
San Francisco, California, United States
Who is Stephen Kepler, Cfp®? Overview
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Quick answer
Stephen Kepler, Cfp® is listed as Vice President at Wealthspire Advisors, based in San Francisco, California, United States. AeroLeads shows a work email signal at wealthspire.com, phone signal with area code 415, 212, and a matched LinkedIn profile for Stephen Kepler, Cfp®.
Stephen Kepler, Cfp® previously worked as Advisor at Private Ocean and Advisor at Private Ocean at Private Ocean. Stephen Kepler, Cfp® holds Bachelor Of Science (Bs), Economics from Vanderbilt University.
Company email context
Email format at Wealthspire Advisors
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*@wealthspire.com
68% confidence
AeroLeads found 1 current-domain work email signal for Stephen Kepler, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Stephen Kepler, Cfp®
Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The Private Ocean team seamlessly integrates personal financial planning and institutional-class investing.I thrive in educating and counseling families through challenging financial situations to help them improve their holistic financial well-being. I'm experienced in developing analysis for clients' long-term sufficiency planning; excelling in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. After 20 years in equity sales/trading serving institutional money managers, I transitioned to financial life management to align my personal interests with my professional goals.
Current workplace
Stephen Kepler, Cfp®'s current company
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8 roles · 17 years
Stephen Kepler, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisor
Advisor At Private Ocean
Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The Private Ocean team seamlessly integrates personal financial planning and institutional-class investing.I thrive in educating and counseling families through challenging financial situations to help them improve their holistic financial well-being. I'm experienced in developing analysis for clients' long-term sufficiency planning; excelling in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. After 20 years in equity sales/trading serving institutional money managers, I transitioned to financial life management to align my personal interests with my professional goals.
Oct 2018 - Jan 2023
Certified Financial Planner
Helping families secure their financial futures allows me to thrive. I am most in my element when working at your side to identify and achieve your family’s key financial goals. I am interested in educating and counseling families through challenging financial situations to help them improve their holistic financial well-being. I joined Mosaic's innovative team in March.Experienced in developing analysis for clients’ long-term capital sufficiency planning, I excel at supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. My work quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.
Mar 2017 - Oct 2018
Associate, Wealth Management
Aspiriant is a leading independent Bay Area Registered Investment Advisor that incorporates a holistic approach to their financial advisory services. I developed analysis and presentations for clients long-term capital sufficiency planning to support their lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. Effective member of client service teams who advised over 40 high net worth families and family office clients. Supported Wealth Managers to provide clients with exceptional comprehensive financial planning and investment management. Skills applied and knowledge gained included:- Financial independence (retirement) planning and analysis- Familiarity with executive compensation programs (stock options, RSUs, deferred compensation, and 10b5-1 trading plans)- Helped coordinate / implement investments for multiple entities into an integrated, diversified overall portfolio- Retirement and deferred compensation cash flow optimization- Client presentations (both created and delivered): Financial plans, investment strategies/performance- Exposure to sophisticated estate planning strategies
Jun 2014 - Sep 2016
Senior Equity Sales Trader
Served West Coast institutional money managers equity and ETF research and trading needs.
2010 - 2013
~3 yrs
Senior Equity Sales
Served West Coast institutional money managers equity and ETF research and trading needs.
Jan 2009 - Mar 2010
Senior Vp, Equity Sales Trader
Successful career serving U.S. institutional money managers with their equity research and trading needs.
Nov 1991 - Dec 2008
3 education records
Stephen Kepler, Cfp® education
Bachelor Of Science (Bs), Economics
Vanderbilt University
Professional Certification: Personal Financial Planning
University Of California, Berkeley
Education record
Millburn High School
FAQ
Frequently asked questions about Stephen Kepler, Cfp®
Quick answers generated from the profile data available on this page.
What company does Stephen Kepler, Cfp® work for?
Stephen Kepler, Cfp® works for Wealthspire Advisors.
What is Stephen Kepler, Cfp®'s role at Wealthspire Advisors?
Stephen Kepler, Cfp® is listed as Vice President at Wealthspire Advisors.
What is Stephen Kepler, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthspire.com for Stephen Kepler, Cfp® at Wealthspire Advisors.
What is Stephen Kepler, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 415, 212 for Stephen Kepler, Cfp® at Wealthspire Advisors.
Where is Stephen Kepler, Cfp® based?
Stephen Kepler, Cfp® is based in San Francisco, California, United States while working with Wealthspire Advisors.
What companies has Stephen Kepler, Cfp® worked for?
Stephen Kepler, Cfp® has worked for Wealthspire Advisors, Private Ocean, Mosaic Financial Partners, Aspiriant, and Weeden & Co..
How can I contact Stephen Kepler, Cfp®?
You can use AeroLeads to view verified contact signals for Stephen Kepler, Cfp® at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.
What schools did Stephen Kepler, Cfp® attend?
Stephen Kepler, Cfp® holds Bachelor Of Science (Bs), Economics from Vanderbilt University.
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