Stephen Kepler, CFP®, CDFA®
Senior Vice PresidentStephen Kepler is a Senior Vice President, Advisor in the San Francisco office.
Stephen thrives on helping families secure their financial futures, guiding them through complex situations to improve their overall financial well-being. After 20 years in equity sales serving institutional money managers at Jefferies & Co., he transitioned to financial planning and wealth management, aligning his professional work with his personal interests.
As a CERTIFIED FINANCIAL PLANNER® (CFP®), his work focuses on retirement, lifestyle, philanthropic, and multi-generational wealth planning, helping clients approach decisions with clarity and structure. As a Certified Divorce Financial Analyst® (CDFA®), he has a particular interest in helping individuals navigate the financial complexities of divorce and related life transitions.
He is experienced in developing analysis for long-term capital sufficiency planning and brings a structured, thoughtful approach to refining the key elements of a successful financial plan.
A New Jersey transplant to the Bay Area, Stephen lives in Corte Madera and enjoys spending time with his children, hiking, biking, traveling, and cooking. Stephen is also an avid golfer and has served on multiple committees at Meadow Club in Marin County.
Previous Experience
- Financial Advisor at Private Ocean Wealth Management
- Financial Advisor at Mosaic Financial Partners
- Wealth Management Associate at Aspiriant
- Senior VP, Equity Sales Trader at Jefferies & Co.
Education & Credentials
- CERTIFIED FINANCIAL PLANNER®
- Certified Divorce Financial Analyst® (CDFA®)
- BS, Vanderbilt University, Economics
- Professional Certification: Personal Financial Planning, University of California – Berkeley
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Divorce Financial Analyst® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts. CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
