Stephen C. Lynch, Cfp®
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Stephen C. Lynch, Cfp® Email & Phone Number

President at Steve Lynch Wealth Management at United Planners Financial Services
Location: Albuquerque, New Mexico, United States 3 work roles 1 school
2 work emails found @unitedplanners.com 3 phones found area 480 and 505 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email s****@unitedplanners.com
Direct phone (480) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
President at Steve Lynch Wealth Management
Location
Albuquerque, New Mexico, United States
Company size

Who is Stephen C. Lynch, Cfp®? Overview

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Quick answer

Stephen C. Lynch, Cfp® is listed as President at Steve Lynch Wealth Management at United Planners Financial Services, a company with 174 employees, based in Albuquerque, New Mexico, United States. AeroLeads shows a work email signal at unitedplanners.com, phone signal with area code 480, 505, and a matched LinkedIn profile for Stephen C. Lynch, Cfp®.

Stephen C. Lynch, Cfp® previously worked as Registered Representative at United Planners Financial Services and President at Steve Lynch Wealth Management. Stephen C. Lynch, Cfp® holds Bachelor Of Science (B.S.), International Trade from Texas Tech University.

Company email context

Email format at United Planners Financial Services

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*@unitedplanners.com
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AeroLeads found 2 current-domain work email signals for Stephen C. Lynch, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Stephen C. Lynch, Cfp®

You've worked hard all your life. Isn't it time to let your money do some of the work?Hello, I'm Steve Lynch, a Financial Advisor and Certified Financial Planner(TM), and it's my belief that with proper guidance and education anyone can become financially independent.Fact is, making people financially independent is why I love what I do.Whereas other firms may have account minimums of $50,000 or more, not as Steve Lynch Wealth Management. There you can dream big, start small. As small as $50.And don't you worry about there not being enough money in your monthly budget to survive today and still save for tomorrow.We will find you at least $50, if not more, without it affecting your current lifestyle, and then put that "found" money into savings and investments.Because, let's face it, it doesn't become a nest egg until a plan is hatched.And though you may think it's malarky, it's true: you don't need to be wealthy to become wealthy.You simply need a planner who knows what works, and knows what doesn't.As an advisor representative, I make certain that I provide the best advice in managing my client's needs.And as a registered representative, I go out and search for the investments that will meet my client's needs.And even though our specialties are tax planning, financial planning, retirement planning and estate planning, we also advise our clients on IRAs, 401ks, college savings plans, and alternative investments.So if your money isn't working for you, maybe you need Steve Lynch working for you.Go to The Starting Point: www.SteveLynchWealth.com or call us directly at (505) 881-PLAN (7526).Seriously, I love what I do-and am pretty sure you'll love what I do, too.Stephen C. Lynch is a Registered Representative offering securities through United Planners Financial Services, Member FINRA, SIPC. Advisory services offered through Steve Lynch Wealth Management. Steve Lynch Wealth Management and United Planners are not affiliated.

Listed skills include Estate Planning, Certified Financial Planner, Financial Planning, Wealth Management, and 1 others.

Current workplace

Stephen C. Lynch, Cfp®'s current company

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United Planners Financial Services
United Planners Financial Services
President at Steve Lynch Wealth Management
scottsdale, arizona, united states
Employees
174
AeroLeads page
3 roles · 36 years

Stephen C. Lynch, Cfp® work experience

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Team & coworkers

Colleagues at United Planners Financial Services

Other employees you can reach at unitedplanners.com. View company contacts for 174 employees →

1 education record

Stephen C. Lynch, Cfp® education

FAQ

Frequently asked questions about Stephen C. Lynch, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stephen C. Lynch, Cfp® work for?

Stephen C. Lynch, Cfp® works for United Planners Financial Services.

What is Stephen C. Lynch, Cfp®'s role at United Planners Financial Services?

Stephen C. Lynch, Cfp® is listed as President at Steve Lynch Wealth Management at United Planners Financial Services.

What is Stephen C. Lynch, Cfp®'s email address?

AeroLeads has found 2 work email signals at @unitedplanners.com for Stephen C. Lynch, Cfp® at United Planners Financial Services.

What is Stephen C. Lynch, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 480, 505 for Stephen C. Lynch, Cfp® at United Planners Financial Services.

Where is Stephen C. Lynch, Cfp® based?

Stephen C. Lynch, Cfp® is based in Albuquerque, New Mexico, United States while working with United Planners Financial Services.

What companies has Stephen C. Lynch, Cfp® worked for?

Stephen C. Lynch, Cfp® has worked for United Planners Financial Services and Steve Lynch Wealth Management.

Who are Stephen C. Lynch, Cfp®'s colleagues at United Planners Financial Services?

Stephen C. Lynch, Cfp®'s colleagues at United Planners Financial Services include Lisa Kops-Wendel, Aif®, Mba, Amy Bunker, Rose (Biswell) Benzing, Todd Miron, Cfa, and Teresa Roop.

How can I contact Stephen C. Lynch, Cfp®?

You can use AeroLeads to view verified contact signals for Stephen C. Lynch, Cfp® at United Planners Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Stephen C. Lynch, Cfp® attend?

Stephen C. Lynch, Cfp® holds Bachelor Of Science (B.S.), International Trade from Texas Tech University.

What skills is Stephen C. Lynch, Cfp® known for?

Stephen C. Lynch, Cfp® is listed with skills including Estate Planning, Certified Financial Planner, Financial Planning, Wealth Management, and Investment Management.

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