Stephen Bfa Email & Phone Number
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Stephen Bfa Location
- Alpharetta, GA, US
Stephen Bfa Work
- CEO @ (March 2002 - Present)
- First Vice President - Investments @ (May 1998 - March 2002)
- First Vice President - Investments @ (October 1993 - May 1998)
- Certified Public Accountant @ Thomson Brock Luger & Co. CPAs (January 1992 - January 1993)
- Staff Accountant Tax and Audit @ Catarineau & Givens, P.A. (January 1992 - October 1992)
- Accounting Intern @ (January 1990 - January 1991)
Stephen Bfa Education
- Stetson University
BBA (Accounting)
1987-1992
Stephen Bfa Skills
- Retirement Planning
- Financial Planning
- Estate Planning
- 401k
- Asset Management
- Wealth Management
- Financial Analysis
- Investments
- Risk Management
- Strategic Financial Planning
- Securities
- Finance
- Financial Services
- Asset Allocation
- Series 7
- FINRA
- Financial Advisory
- Insurance
- Portfolio Management
- Investment Advisory
- Asset Managment
- Management
- Due Diligence
- Behavioral Finance
Stephen Bfa Summary
- Stephen Bfa, based in Alpharetta, GA, US, is currently a CEO at Kilpatrick Advisors. Stephen Bfa brings experience from previous roles at Baird, Prudential Securities, Thomson Brock Luger & Co. CPAs and Catarineau & Givens, P.A.. Stephen Bfa holds a 1987 - 1992 BBA in Accounting @ Stetson University. With a robust skill set that includes Retirement Planning, Financial Planning, Estate Planning, 401k, Asset Management and more. Stephen Bfa has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Stephen Bfa
Stephen Bfa
CEO
Alpharetta, GA, US
Top Kilpatrick Advisors, Inc. Employees
Stephen Bfa
CEO
Alpharetta, GA, US
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