Stephen Bauer

Stephen Bauer, CFP®, CRPC® is a financial professional with extensive experience in investment advisory services. Currently serving as Vice President and Head of Office at United Capital Financial Advisors, LLC, a Goldman Sachs Company, since December 2014, Stephen is dedicated to helping families prepare for the financial implications of losing a loved one, ensuring that surviving spouses receive the care and support they need. Stephen employs a proprietary financial planning process that focuses on reducing taxable income, determining necessary insurance coverage, and building wealth for lifelong retirement income. Previous roles include Registered Representative at Girard Securities, Financial Advisor at Ameriprise Financial Services, and Financial Advisor at Wells Fargo Advisors. Stephen holds a Bachelor of Science in Consumer Economics and Finance from the University of Illinois Urbana-Champaign and is a CERTIFIED FINANCIAL PLANNER™ from Kaplan University.