Stephen Stricklin
Certified Financial Planner & Registered Investment Advisor President & Founder at Wise Wealth, Llc
Based in Kansas City, United States
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Seniority
C-Team
Department
Other
Location
Kansas City
Industry
Financial Services
Company size
6
Contact information
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s•••••••@wisewealth.com
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Background
About Stephen Stricklin
Stephen Stricklin, President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Stephen and his team of advisors at Wise Wealth put their clients first, by working with them to devise a plan that will work for their specific situation. Wise Wealth, LLC is an independent, full service financial planning firm. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course. He was named as one of five finalist for Retirement Advisor of the Year in 2015. He has been featured in Forbes, and is an accomplished public speaker - helping thousands of people plan for their financial future. Stephen and his firm Wise Wealth, LLC are dedicated to providing the highest level of financial planning services and care for every client. The timeless maxim “First Wisdom, Then Wealth” serves as the Wise Wealth motto and provides the blueprint for successful investing. Wise Wealth is a registered investment advisor firm that serves as a fiduciary for its clients and strives to help them reach their financial goals and gain financial peace. Specialties: Financial Planning Wealth Management Workplace Financial Education Financial Ministries Financial Workshops Financial Seminars for Churches Biblically Responsible Investing Certified Financial Planner Financial Advisor Investment Advisor Fee only financial advisor Wealth manager Wealth management firm Event Speaker Independent financial services firm Retirement income planning specialist 401k rollover specialist CFP Financial planning firm I may post, “like” or share information on social media that I find useful or relevant, but this does not constitute an official endorsement or recommendation on behalf of myself or Wise Wealth LLC. Any content, including posts, pictures, responses, and videos, on my social media site should not be considered an advertisement, endorsement, or financial advice. All material is intended for information and discussion only. Others may post or share information on my social media sites. I may occasionally include links or references to other sites or third parties on my social media sites. I am not responsible for the privacy policy, content, or accuracy of items posted or shared by third parties, nor any website accessed through these links. I do not endorse or guarantee the accuracy of the content posted by others, nor should any content or action be considered investment advice.
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