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Stephen Franklin, M.B.A., CFP®, CFS, GEPC, LUTCLPL Financial Planner (502) 638-4852 Ext. 23 
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Stephen L. (Steve) Franklin is well qualified to instruct and counsel in financial planning for the retired. With nearly 20 years of experience, Steve is the only CERTIFIED FINANCIAL PLANNER™ in the area specializing exclusively in helping the retired face the many challenges of prudent financial management. His background, education, experience, philosophy, and compassion have made him a highly regarded, and trusted resource to countless seniors. Additionally, you will find him to be a gifted teacher with a special talent to take the very complex and make it understandable and practical.
Steve currently serves as a Senior Financial Consultant with Kentucky Planning Partners, a premiere affiliation of financial consultants in the Louisville area. He is also a Registered Principal with LPL Financial, one of the largest and most significant independent broker/dealers in the United States and a member of the FINRA and SIPC.
Formal Education
Undergraduate Certificate in Personal and Family Financial Planning
Cerritos College, Norwalk, CA
Bachelor of Arts in Management
University of Phoenix, AZ
CFP® Professional Education Program
The College for Financial Planning, Denver, CO
Graduate Certificate in International Financial and Global Martkers
Georgetown University, Washington, DC
Graduate Certificate in Securities Analysis
The New York Institute of Finance, New York, NY
Executive Master of Business Administration in International Management
Western International University, Phoenix, AZ/London, UK
Professional Credentials
CFP® - CERTIFIED FINANCIAL PLANNER™ Practitioner
CFS – Certified Fund Specialist
GEPC – Graduate Estate Planning Consultant
LUTCF – Fellow of the Life Underwriter’s Training Counsel
Memberships
Financial Planning Association (FPA)
Institute of Certified Fund Specialists
National Institute of Estate Planners
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