Stephen Haidt (BS, CFP®, CPWA®)
Stephen Haidt focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
The founder of Retirement Advisors, Inc., Steve has worked for over 25 years to establish proven practices that reward clients with more than just a savings account for retirement. Over the years, Steve began to notice that the financial services industry was not providing a basic resource: an advisor that cared about and worked for the people he/she served. Because of Steve's expertise and genuine concern for his clients' best interests, his clients enjoy a well-planned transition to retirement as well as sound investment advice that enables them to live their desired lifestyle, throughout retirement, worry-free.
Steve is a graduate of the University of South Alabama and is certified to use the CFP® (Certified Financial Planner®) and CPWA® (Certified Private Wealth Advisor®) designations. He enjoys boating, fishing, and golf.
NAPFA Start Date
March 08, 1996
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