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Advisor Detail

CSLP Stephen Boatman

Stephen Boatman

Designation: CFP®,CSLP®
Languages: English
Your passion is our priority. Knowing that each client’s wealth management needs are unique, we provide customized solutions built around a deep understanding of your current situation and future goals. We’ve seen that planning and investing without fully knowing a client’s passions, fears, and history results in a 40-page financial plan that gathers dust and a woefully inefficient investment portfolio. You alone get to define what makes your life rewarding; we’re here to help you get there.
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Contact Information

128 E. Fisher Ave.
Email:
stephen@smithpartnerswealth.com
Business Phone:
+13362729488
City: Greensboro
State: NC
Zipcode: 27401

Social Information

Business Name:
Smith Partners Wealth Management

Business Information

I have been investing since I was 14 years old and have always had a passion for helping others understand money and teaching them the positive impact it can have if managed correctly. I understood how wealth management and financial planning could change lives ever since I was in my teenage years thanks to my parents teaching me the financial basics and being transparent with their own money decisions – within this realization, I discovered my purpose: making a positive difference within the lives I’m surrounded by and the financial industry I work in. When I’m not studying or at work, I enjoy spending time with my friends, being in the mountains or at the lake, and riding one of my bikes through the woods or on the road. Leadership & Community Involvement: Adjunct professor at Appalachian State University and UNCG, Search Ministries Board Member, Bryan YMCA Board Member, 1-2-1 Mentoring mentor, President of The Bowden Investment Group 2014-2015, Member of Financial Planning Association (FPA), Member of Society of Financial Service Professionals (SFSP), Project 658, F3, Mercy Hill, Young Life. Education & Certifications: B.S.B.A. in Finance and Banking from Appalachian State University in 2015, CFP®, Series 65 Certification, and CSLP (Certified Student Loan Professional) in 2019.
Disclaimer:
Focus Areas:
Retirement planning, student loans, investing, cash flow management
License 1:
CFP #: 279753
CSLP Issue:
12/23/2019
CSLP Exp:
12/20/2023
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