Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Stephan V. Choulos
Stephan Choulos, CFP® is a Private Wealth Advisor with more than 25 years of experience advising successful individuals, families, executives, and business owners on the preservation, growth, and transition of wealth.
Stephan began his career at Merrill Lynch in 1999, where he spent a decade developing expertise in investment management and comprehensive financial planning. He later joined a boutique wealth management firm that was acquired by Raymond James, further expanding his experience serving affluent clients.
In 2014, Stephan became an independent advisor with LPL Financial, allowing him to provide specialized advice and customized wealth management strategies tailored to each client's unique goals. As a CERTIFIED FINANCIAL PLANNER® professional, he integrates investment management with retirement planning, tax-efficient investing, estate planning, and legacy planning to deliver comprehensive, personalized advice.
Today, Stephan focuses on serving affluent individuals, families, executives, and business owners with sophisticated wealth management and financial planning needs. He is committed to building enduring relationships founded on trust, thoughtful guidance, and personalized service, helping clients simplify financial complexity and make confident decisions for themselves and future generations.