Stephen Franklin, M.B.A., CFP®, CFS, GEPC, LUTC LPL Financial Planner 502-394-0400

My Philosophy
I limit my practice exclusively to serving the very special needs of the retired. The retirement years are designed to be the pinnacle of life, and yet there are many threats and risks to prudent financial management during this critical period. I work very hard to help the retired negotiate these challenges so they can enjoy life, play more golf, and generally smile their way through retirement.

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 Markets
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

Personal
I have been married to my best friend Beth for over 25 years. She is a local intensive care nurse. We have two wonderful adult daughters. I enjoy bike rides, general fitness, church activities, and studying theology at Southern Seminary.

Securities and financial planning offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC