Stephen Witte (CFP®, MBA)
Stephen Witte focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- AUM
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Steve is a CERTIFIED FINANCIAL PLANNER® professional with an academic background in economics and international business. Over the past decade, he has worked closely with financial advisors in operations and compliance, shaping his belief that financial planning should be rooted in integrity, transparency, and genuine care for clients.
He is committed to fostering an inclusive and approachable environment where clients feel comfortable asking questions, exploring options, and building long term financial confidence. Steve brings a thoughtful, people first perspective to his work, emphasizing clarity, empathy, and collaboration.
Outside of his professional life, Steve is a devoted husband, girl dad, dog dad, and second generation immigrant who enjoys travel and connecting with people from all walks of life.
NAPFA Start Date
May 18, 2026
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.