Bekah Stever

Financial Wellness Consultant at Creative Planning

Bekah Stever, AAMS®, is a Financial Wellness Consultant at Creative Planning since May 2022, previously serving as Chief Growth Officer and Director of Compliance and Client Integration at Wise Wealth, LLC from November 2019 to May 2022. Earlier experience includes work as a Financial Consultant at American Century Investments from January 2016 to November 2019, along with roles as an Investment Representative. Bekah holds a Bachelor’s Degree in English and Business from Trinity Baptist College and an Associate’s Degree in Administrative Assistant and Secretarial Science from West Coast Baptist College. Certifications include Series 7, Series 63, Series 65, and Series 6.

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