Stephen Kepler, CFP®, CDFA®
Vice President
Stephen 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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
