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About Us

Stephen Stashin, MBA, CFP®, RRC®, CCS, CPCA

Certified Financial Planner® professional

As a CERTIFIED FINANCIAL PLANNER® with 26 years of experience, I provide independent, comprehensive wealth management and financial planning advice to help my clients achieve a more secure financial future.

Whether your needs are funding a rewarding retirement, or protecting your family from death or illness, or creating a tax efficient estate plan, I can help you create a balanced strategy to enhance and protect your lifestyle.

I specialize in retirement income planning. This helps my clients identify their various sources of income in retirement, minimize taxes on their retirement income and ensure their retirement income lasts for a lifetime.

I also work with small business owners on designing employee group benefit and retirement plans, and individual retirement and risk protection solutions for the business owner.

Mutual Funds Provided Through FundEX Investments Inc.