
Stephen Stricklin, CFP®, AAMS
Founder and CEO
A Certified Financial Planner™, Dave
Ramsey Certified Financial Counselor and
Crown Ministries Money Map Coach,
Stephen Stricklin, CFP®, is the Founder
and President of Wise Wealth, LLC.
After earning both Bachelors and Masters
degrees, Stephen went on to complete the
Financial Planning Certificate Program at
the Henry W. Bloch School of Business at
the University of Missouri – Kansas City.
His prior experience as a teacher and
counselor, combined with his desire to
help people win with their finances, led
him to found Wise Wealth, LLC.
Stephen is a member of the Financial
Planning Association and Kingdom
Advisors Network and is affiliated with The EDSA Group. In addition to
his CFP™ designation, Stephen also holds property/casualty and
life/health insurance licenses in Missouri and Kansas. He has earned
Series 7 and 66 securities licenses with the Financial Industry Regulatory
Agency and qualifies as an Accredited Asset Management Specialist.
Stephen’s extensive training and experience, as well as his genuine
passion for his work and those he assists, have helped him become a
“financial coach with the heart of a teacher” to clientele throughout the
greater Kansas City area.
Stephen resides in Lee’s Summit with his wife and four children.