Expert wealth advisor and financial planner at BlueSky Wealth Advisors, Stephen Fletcher, CFP®, MBA, has been announced as the National Association of Personal Financial Advisors' New Professional in 2020. With areas of expertise in trust and wealth management, financial analysis, tax planning, and a flat-fee, fee-only, fiduciary advisor model, Stephen is a bit of a rarity in the financial industry.
Having earned his Master of Business Administration with a minor in financial planning from Campbell University in 2014, and receiving his CFP® professional certification in 2017, Stephen has advanced quickly in his field. His mission as an advisor is to provide big-picture advice for financial solutions, paying close attention to the solutions that will satisfy a client's long-term financial investment appetite.
In being a leading educator on the board of directors for NAPFA Genesis, Stephen aims to empower the next generation of advisors, teaching young planners the importance of financial literacy and the need for ethical, holistic advisory firms.
For more from Stephen Fletcher, CFP®, MBA, see below: