Stephen Close Location
- Las Vegas, NV, US
Stephen Close Work
- 2025 - now Senior Financial Advisor @ Cetera Wealth Services LLC
- 2025 - now President and Senior Financial Advisor @ GenRock Wealth Management, LLC
- 2024 - now Owner GenRock Wealth Management LLC @ GenRock Wealth Management LLC
- 2024 - now President and CEO GenRock Wealth Management LLC @ GenRock Wealth Management LLC
- 2021 - 2025 Registered Representative @
- 2005 - 2025 Owner @ Close Financial Services, Inc.
- 2005 - 2025 President and CEO @ Close Financial Services, Inc.
- 2019 - 2021 Registered Representative @ ProEquities, Inc.
- 2013 - 2019 Registered Representative @
- 2005 - 2013 Registered Representative @
- now Financial Consultant @ Sun America Securities - Tristar Management Inc.
- now Outside Sales @ Burke Engineering Company
Stephen Close Education
- Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER (TM) (Financial Planning)
2006 - 2006 - University of Nevada-Las Vegas
(Architecture)
1993 - 1999 - Chaparral High School 1986 - 1990
Stephen Close Skills
- Retirement Planning
- Mutual Funds
- Estate Planning
- Disability Insurance
- IRAs
- Strategic Financial Planning
- Financial Advisory
- Securities
- Insurance
- Long Term Care Insurance
- Alternative Investments
- Employee Benefits
- FINRA
- Health Insurance
- Financial Services
- Personal Finance
- Personal Financial Planning
- Retirement
- Bonds
- Fixed Annuities
- Variable Annuities
- Life Insurance
- 401k Rollovers
- Trusts
- Term Life Insurance
- Series 63
- Wealth
- Series 7
- Estate Tax Planning
- Financial Planners
- Investment Advisory
- Finance
- Asset Protection
- 401k
- Wealth Accumulation
- Investment Strategies
- Long-term Care
- Portfolio Management
- Stocks
- Asset Allocation
- Universal Life
- Small Business
- Savings
- Wealth Management
- Investment Management
- Personal Financial
- Long Term Care
- Strategic Financial
Stephen Close Summary
- Stephen Close, based in Las Vegas, NV, US, is currently a Owner GenRock Wealth Management LLC at GenRock Wealth Management LLC. Stephen Close brings experience from previous roles at Cetera Wealth Services LLC, GenRock Wealth Management, LLC, GenRock Wealth Management LLC and Concourse Financial Group. Stephen Close holds a 2006 - 2006 CERTIFIED FINANCIAL PLANNER (TM) in Financial Planning @ Certified Financial Planner Board of Standards, Inc.. With a robust skill set that includes Retirement Planning, Mutual Funds, Estate Planning, Disability Insurance, IRAs and more.
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