Stephen Koehler, CF2

About Stephen Koehler

Steve helps people clearly identify and achieve what matters most to them using a proprietary process he’s developed and refined to put all the pieces of the financial puzzle together.  This process, the PILLARS FORMula, is driven by personalized financial planning and includes investment management, retirement planning, risk management, tax planning, estate planning, debt and cash flow, philanthropy, and value-added services.  The process is designed to ensure his clients never outgrow the process, but grow into it, as their lives unfold, and needs evolve.
 
Steve is a graduate of Auburn University and has lived in Alpharetta with his family for 35 years.  Steve is a member of the Greater North Fulton Chamber of Commerce, BNI, the Senior Resource Alliance of North Atlanta, and the Alpharetta Business Association where he is currently serving on the Board of Directors.