Stephen Fletcher (CFP®)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues

Planning Specialties

Financial analysis, investments, tax planning, estate planning, insurance planning, retirement planning

Additional Information

I love to work with my clients to take their financial worries off the table, to help them research and solve whatever problems they face. Helping people and giving them peace of mind is a passion of mine. 

• Strong interpersonal and analytical skills
• Detail-oriented and client-focused

I received my Master's of Business Administration in 2014
I was certified as a CFP® Professional in 2017

NAPFA Start Date

August 12, 2016

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This Office

2131 S Glenburnie Rd Ste 8 New Bern, NC 28562-2241 Phone: (252) 633-0107 Fax: (252) 633-3917