Stephen Kester Receives New Designation
Posted
on Monday, March 26, 2018
in
Wealth Management
First Point Wealth Management is pleased to announce that Investment Officer Stephen P
. Kester, CFP® has received the CERTIFIED FINANCIAL PLANNER™ designation. Through extensive training, Stephen is held to one of the highest ethical and educational standards in the industry. Stephen is on the First Point Wealth Management team that offers financial planning and investment management, tailored for every situation and stage of life.
Stephen has been with First Point Wealth Management since 2013. Originally from Canada, Stephen and his wife Jenna currently live in Gilbert. Stephen graduated from Iowa State University with a Finance degree and holds Series 7 and 66 securities registrations.
To schedule a visit or to learn more about Stephen and how he can assist in meeting your financial planning goals and develop a plan for your financial future, please contact him at [email protected] or (515) 715-1942 .
First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state:
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NY, OR, PA, SC, SD, TX, VA, WA, WI
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:
