Stephen Kates, CFP®
Principal and Founder

Stephen Kates is a CERTIFIED FINANCIAL PLANNER™ and personal finance expert who specializes in financial planning, practice management, and financial education.

In addition to his work as a financial advisor, Stephen has partnered with major personal finance brands, fintech start-ups, and independent RIAs as a strategic advisor, writer, and spokesperson.

Stephen lives and works in Charlotte, NC.