Stephen Weiss (CFP®)

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

  • Investment Advice with Ongoing Management

Planning Specialties

Steve joined Buckingham Strategic Wealth in 2012 as a portfolio advisor. As part of a team, he assists clients with making important financial decisions.

He came to the firm from Enterprise Bank & Trust where he held such titles as trust operations specialist, paraplanner, and investment and planning specialist. Before entering the financial field, Steve worked as associate director of digital media and mobile for Universal Music Group in New York City.

He earned a bachelor’s degree in communication from the University of Michigan and is a CERTIFIED FINANCIAL PLANNERTM professional . In his spare time, Steve is an avid music lover and enjoys photography. He and his wife have a son and live in St. Louis.

NAPFA Start Date

April 17, 2017

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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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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

8182 Maryland Ave. Ste. 500 St. Louis, MO 63105-3921 Phone: (314) 725-0455