Charles Stephen can help you build financial confidence
We deal head-on with specific issues, such as the sale of your business or passive ownership, your retirement income or investment management or any of the many issues that can wake you up at 2 am.
Our step-by-step processes are highly structured, but simple. They create a detailed dialogue between you and your Charles Stephen advisors. This dialogue enables us to move complex topics to a sequence of concrete actions, steps and goals that are relevant to yourspecific needs. At the end of our planning process, you will know what to do, when to do it and why.
It’s not the cookie-cutter approach, but we’re not a cookie-cutter company. Since our founding in 1984 in Albuquerque, Charles Stephen has been honored for professional accomplishment and community involvement. We offer boutique-level service and big-company expertise to clients with portfolios greater than $500,000.
Stephen Ciepiela, president, Charles Stephen and Company
Mr. Ciepiela, company founder and creator of the Strategic Blueprint Formula™, has more than 30 years’ experience in retirement management, income planning, investment management, asset allocation, business exit strategies, benefits consulting and other services for business owners and clients with substantial assets. The company reflects Mr. Ciepiela’s belief that creating and following a blueprint helps provide a better future.
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