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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

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Kentucky Planning Partners

502-394-0400

 
Stephen Franklin, M.B.A., M.R.E., M.Div., CFP®, RICP®, CEP

Stephen Franklin, M.B.A., M.R.E., M.Div., CFP®, RICP®, CEP

CERTIFIED FINANCIAL PLANNERâ„¢Practitioner Investment Advisor Representative

Steve Franklin ADV 2(b) Brochure

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

Master of Religious Education
Liberty University, Lynchburg, VA

Master of Divinity in Pastoral Studies
Southern Seminary, Louisville, KY 

Series 7, 24 and 63 held with LPL Financial

Series 65 license held with KPP Advisory Services

 Registered as IAR in the following state: KY

Registered for Securities in the following states:

AZ, FL, IN, KY

Registered as IAR in the following states:

KY

 

Professional Credentials
CFP® - CERTIFIED FINANCIAL PLANNER™ Practitioner
CFS – Certified Fund Specialist
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 nearly 30 years. She is a Bellarmine graduate and a local nurse in the Norton Healthcare System. We have two wonderful adult daughters. Mary holds two undergraduate degrees and a Master’s degree from Southern Seminary here in Louisville. She is also a local nurse in both the Norton and Baptist Healthcare Systems. She got married last summer to Anthony and just announced that our first Grandchild is on the way. Becky was a nurse’s aide and working on her nursing degree when sickness overtook her. She is currently requiring round-the-clock care either at home or in the hospital as we await a probable liver transplant.

I enjoy my family, the outdoors, long bike rides, church activities, and studying theology at Southern Seminary.