Navigating a clear course toward your financial security.

Steven T. Stokes, CFA, CFP®
Financial Planner & Municipal Client Adviser

Steven T. Stokes CERTIFIED FINANCIAL PLANNERAreas of Focus:

Comprehensive Financial Planning
Retirement Planning
Investment Management

 
 

Credentials:

CERTIFIED FINANCIAL PLANNER® practitioner
CFA
® charterholder 
 

Education:
 
Steven graduated from Ossining High School in New York State in 1980. He has a Bachelor of Science degree in Finance with a minor in economics from The State University of New York at New Paltz (1985). Steve is a CERTIFIED FINANCIAL PLANNERTM Practitioner and holds the right to use the Chartered Financial Analyst® designation.
 

Experience:

Steve brings more than 30 years of experience in investments and personal finance to Bearing Point Wealth Partners. He started in the investment field in 1986, when he joined The Evergreen Funds where he served as a mutual fund accountant, equity analyst and portfolio manager investing primarily in small-cap stocks. In 1996 he joined Scudder/Kemper, as a small-cap equity portfolio manager, investing in both the U. S. and internationally. In 2009, Steve formed Aequitas Investments, LLC to bring his years of Wall Street experience to Main Street by offering fee-only financial planning and investment advice.
 
At Bearing Point Wealth Partners, Steve plays an important role in guiding our investment strategies, assisting with portfolio management and trading, and providing ongoing financial planning support to our new and existing clients.  

Email your questions to info@bearingpointwealth.com

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