Stephen Kates is a CFP® professional and personal finance expert specializing in financial planning and education. He serves as Principal Financial Analyst for RetireGuide.com, providing strategic insights on wealth management, retirement planning, and investing. Stephen is the Founder of Clocktower Financial Consulting, LLC, and was previously the Head of Financial Planning for Advisor.com. With over 15 years of experience in the financial industry, Stephen focuses on creating targeted consumer finance solutions for individuals, families, and business owners. He leverages his passion for financial literacy to simplify complex topics and make financial planning accessible to everyone. Please connect with Stephen here.
