Stephen Iaconis, CFP® - Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ at Financial Advice & Consulting, Llc

Stephen Iaconis, CFP® is based out of Birmingham, Alabama, United States and works at Financial Advice & Consulting, Llc as CERTIFIED FINANCIAL PLANNER™.

Stephen Iaconis, CFP®'s Contact Information

Latest update

May 17, 2024

Location

Birmingham, Alabama, United States

Stephen Iaconis, CFP®'s Work History

CERTIFIED FINANCIAL PLANNER™

Financial Advice & Consulting, LLC

Sep 2021 - Present

Managing Director, CERTIFIED FINANCIAL PLANNER™

Level Four Wealth Management

Jan 2016 - Aug 2021

Partner, CERTIFIED FINANCIAL PLANNER™

Bridgeworth + SAVANT Wealth Management

Oct 2008 - Dec 2015

Stephen Iaconis, CFP®'s Education

The University of Alabama

Bachelor of Science (B.S.)

1999 - 2001

Northeast Alabama Community College

Associate of Science (A.S.)

1997 - 1999

Stephen Iaconis, CFP®'s Skills

Investment Management

Financial Planning

Investment Advisor

Estate Planning

Personal Risk Management

Nonprofit Organizations

Stephen's current employer

Financial Advice & Consulting, Llc

Description

Website

financialadviceandconsulting.com

HQ Location

birmingham, alabama, united states

Number of employees

Industry

Latest update

May 17, 2024

Read about Financial Advice & Consulting, Llc

Frequent questions about Stephen Iaconis, CFP®

What company is Stephen Iaconis, CFP® working for?

Stephen Iaconis, CFP® works for Financial Advice & Consulting, Llc.

What is Stephen Iaconis, CFP®'s function at Financial Advice & Consulting, Llc?

Stephen Iaconis, CFP® is CERTIFIED FINANCIAL PLANNER™ at Financial Advice & Consulting, Llc.

Where is Stephen Iaconis, CFP® based?

Stephen Iaconis, CFP® is based out of Birmingham, Alabama, United States.

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