Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201048
Active Dates
Jan 28, 2019 – Jan 28, 2027
About Stephen Koehler
o Steve Koehler is an independent, fiduciary financial advisor and the founder of Koehler Wealth, serving pre-retirees, retirees, executives, and business owners across the North Atlanta area. As a Certified Financial Fiduciary®, Steve holds himself to a client-first standard in every conversation, every recommendation, and every decision - his clients' best interests always come first.
o Steve helps clients clearly identify and achieve what matters most to them through the Pillars FORMula, a proprietary process he developed and refined to bring every piece of the financial puzzle together. Driven by personalized financial planning, it integrates investment management, retirement planning, risk management, tax planning, estate planning, debt and cash flow, philanthropy, and value-added services. The process is designed so that clients never outgrow it - they grow into it, as their lives unfold and their needs evolve.
o A graduate of Auburn University, Steve has lived in Alpharetta, Georgia, with his family for more than 35 years.
Areas of Specialization
Retirement Planning
Estate Planning
Investing
Financial Planning
Disclosure:
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
