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.