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Stephen Kepler, CFP®, CDFA®

Advisor, San Francisco

Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now. ― Denis Waitley

Stephen thrives when helping families secure their financial futures. He is most in his element when working at your side to identify and achieve your family’s key financial goals. Stephen is interested in educating and counseling families through challenging financial situations to help them improve their holistic financial wellbeing. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning his personal interests with his professional goals.

Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.

A New Jersey transplant to the Bay Area, Stephen lives in Mill Valley and enjoys spending time with his teenagers, hiking, biking, traveling, and cooking. In addition to serving as an experienced Bay Area financial planner, Stephen is also an avid golfer, and has served on multiple committees at Meadow Club in Marin County.

Education:

  • BS, Economics, Vanderbilt University
  • Professional Certification: Personal Financial Planning, University of California, Berkeley

Specialties:

  • Financial independence
  • Life transitions, such as divorce
  • Executive compensation programs
  • Family-focused financial counseling

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