Steve Ciepiela

Steve Ciepiela

President

Phone: Albuquerque: (505) 884-0451
Toll Free: (888) 884-0451
Fax: (505) 881-1333
E-mail:

 

Stephen J. Ciepiela, is co-founder and President of Charles Stephen and company, Inc.  He has almost  30 years of experience in the areas of financial planning,  income planning, investment strategies, and risk management as it relates to retirement and transition planning.  He is the co-creator of The Strategic Blueprint Formula™, a process to utilize and develop strategies to help clients achieve financial independence and attain their goals. He has also created The Retirement Planning Optimization Process™  to assist clients with retirement and transition planning. He has completed studies to be an Exit Planning Advisor with the Business Enterprise Institute, Inc., a company dedicated to providing exit planning and education to business owners.

Mr. Ciepiela received both his Bachelor’s and Master’s degrees from the University of New Mexico following an undergraduate education at the United States Air Force Academy.  He received his Certified Financial Planner (CFP) designation from the College for Financial Planning in Denver, Colorado.  He has earned the Accredited Investment Fiduciary (AIF®) designation, awarded by the Center for Fiduciary Studies and the Certified Retirement Counselor (CRC®) designation.  He is a Registered Representative with NFPSI and an Investment Advisor Representative with both NFPSI and Charles Stephen & Co.

Mr. Ciepiela has published numerous articles and is a frequent speaker on the subjects of financial, retirement, and exit planning.  He also served as Adjunct Professor with College for Financial Planning, teaching the Tax Planning and Management Course.  He is a Registered Representative with NFPSI and an Investment Advisor Representative with both NFPSI and Charles Stephen & Co.

Mr. Ciepiela was named as one of the top 200 Financial Planners in America in a Special Issue of Money Magazine, as chosen by his peers.

Additionally, Mr. Ciepiela has been listed in “Who’s Who in Finance and Industry,”  “Who’s Who in Financial Planning” and “Who’s Who in Business.”