Stephen Kates is a Certified Financial Planner™ and personal finance specializing in financial planning and education. Now armed with over a decade of experience working with individuals and families who need help with their finances, his passion for financial literacy stems from witnessing friends and family struggle to manage their finances during the 2008 financial crisis while graduating from college in that same environment.
Starting in 2011, Stephen began working his way up the ranks as a financial advisor in Boston, MA. As a financial advisor for two of the largest financial firms in the country, Fidelity Investments and TIAA-CREF, Stephen has worked with hundreds of clients to build comprehensive financial plans to grow and protect their wealth.
Besides his work as an advisor, Stephen has taught and coached youth and adult groups on the fundamentals of personal finance, including topics such as saving, debt management, investing and retirement planning.
Since leaving his position as a full-time financial advisor, Stephen has worked at a major online personal finance brand and now leads partner strategy for an emerging Insuretech company. Stephen’s in-depth financial planning and fintech business experience has made him a resource for retirees and first-time savers alike.
In addition to his own writing, he has appeared on national broadcasts, including NBC, CBS and Fox Business, and has been quoted in leading digital publications.
Stephen currently lives and works in Charlotte, NC, with his wife Kate and son Theodore. He is a passionate Boston sports fan, but still relishes the local football and baseball games in his adopted home. Stephen is an avid traveler and enjoys collecting local artwork while traveling with his family.
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