Who We Are
|
|
Charles R. Stephan Jr., CLU, CHFC Mr. Stephan has been actively involved in the financial planning, securities and insurance industry since 1986. He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, is licensed as an insurance agent in the state of Ohio and is licensed as a General Securities Representative (Series 7), General Securities Principal (Series 24) and Registered Investment Adviser Representative with his broker dealer Coordinated Capital Securitites, Inc. Mr. Stephan is the Owner and President of Financial Wealth Builders, a company he founded in 1995 to provide personal service and sound advice to customers. The last 13 years have been focused on creating effective financial solutions to help meet his client's investment needs. This includes estate palnning, business succession, and retirement planning. Through this affiliation with Coordinated Capital Securities, Inc. (CCS), Mr. Stephan offers a varity of products and services, including fee-based accounts, fee-only advisory services and transaction-based stocks, bond and mutual fund accounts. CCS clears its brokerage assets through First Clearing, LLC. (for your Investment and Advisory needs) (for your Insurance needs) |
|
|
Caren M. Sholtis Caren joined Financial Wealth Builders in 2006 following a career as a sales assistant in the Real Estate industry. Caren brings the necessary skill set to provide excellent customer service in assisting Mr. Stephan with scheduling appointments, gathering data for reviews, confirmation of transactions and other service requests. (for your Investment and Advisory needs) (for your Insurance needs) |
|
Anne E. Stephan Anne E. Stephan began working for FWB, Inc. in 1998. She holds her B.A. from John Carroll University. Prior to working with us, she ran the legal docket departments for two large law firms, as well as being promoted to their Director of Human Resources. She handles all accounting and business managment matters for our firm.
|
|
©2010 Financial Wealth Builders, Inc. All rights reserved. |
|