Stephen Kates

CERTIFIED FINANCIAL PLANNER

Stephen Kates is CERTIFIED FINANCIAL PLANNER™ and personal finance expert who specializes in financial planning and education. He has worked as a financial advisor for two of the largest financial firms in the country, Fidelity Investments and TIAA-CREF. Over the course of his career, Stephen has worked with hundreds of individual clients to build comprehensive financial plans to grow and protect his clients’ wealth. In addition to his work as an advisor, Stephen has spoken and coached young adult and adult groups on the basics of personal finance, including topics such as saving, debt management, investing, and retirement planning.

Stephen’s in-depth financial planning experience has made him a resource for retirees and first-time savers alike. He is a frequent contributor to the Ask Bankrate series, has appeared on national broadcast media, and been quoted in leading digital publications.

Stephen holds a B.S. in Economics from Trinity College (Hartford, CT) and has been a CFP® professional since 2013. As a financial advisor, Stephen received an Excellence in Action award for his client service in 2013 and in 2014 was ranked 4th among his peers nationwide.

He currently resides in Charlotte, NC with his wife Kate.