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Stephen Bodwell (CFP®, CIPM, CPA/PFS)

Stephen Bodwell focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Helping busy finance (including hedge fund, private equity and venture capital), healthcare and legal professionals live their best financial lives through comprehensive financial planning. Specialties include goal setting, accountability, tax, education, retirement, insurance, investments and estate planning.

Additional Information

Stephen Bodwell is a CERTIFIED FINANCIAL PLANNER™ professional and active Texas CPA/PFS. As Founder and President of Walnut Hill Wealth Management (WHWM), Stephen brings over 20 years of experience in Big 4 accounting and as a former Managing Director at one of the world’s largest, most prestigious long/short hedge funds. WHWM is a financial planning firm and Investment Advisor registered with the state of Texas.

Stephen is an established community leader and volunteer and has served as board and committee members at several significant local non-profit organizations. Stephen’s professional experience includes monthly presentations to boards, financial oversight, grant allocation, complex non-profit financial transactions, capital campaigns and investment monitoring.

Certifications: CERTIFIED FINANCIAL PLANNER™ professional, AICPA's Personal Financial Specialist credential holder, Series 65, Certified Public Accountant, Texas, Certificate in Investment Performance Measurement, CFA Institute, CFA Institute Investment Foundations certificate holder.

NAPFA Start Date

July 21, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9040 Maguires Bridge Dr Dallas, TX 75231-4017 Phone: (214) 316-7490
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