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About Us
Stephen Stricklin, CFP® is a "Certified Financial Counselor" that has been personally trained by Dave Ramsey’s staff. Stephen can show you how to put your debt behind you, save for your future, and win with money! He will work with you step-by-step through your financial situation and make a plan that really works for you.
Stephen Stricklin is a financial coach with the heart of a teacher. Stephen can help you climb out of debt and begin to live on less than you make with a plan to start saving – he did it himself! When Stephen encourages you to win with your finances, you will have the confidence that he knows what you are going through.
Stephen Stricklin served on a church staff for more 6 years where he gained valuable experience as a counselor. For the past five years, Stephen has worked exclusively in the financial services field. Because of his past experience in finances and counseling, and because of his desire to help others win with their finances (he also used to be a coach!), he has dedicated his passions into this important area: financial coaching.
Stephen is also a CERTIFIED FINANCIAL PLANNER™ professional. He also holds property/casualty and life/health insurance licenses in the states of MO and KS. In addition, he holds Series 7 and 66 licenses with the NASD. He also qualifies as an Accredited Asset Management Specialist. Wise Wealth is also a Registered Investment Advisor Firm! So, if you need a comprehensive financial plan or need help with your investments or retirement planning -- give Wise Wealth a call at 816-889-9473 (WISE).
Stephen’s greatest desire is to take his knowledge and experience to help you! You can take advantage of that knowledge, experience, and passion today by requesting a free consultation. |
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