Savvy Ladies Volunteers

Stephen Overstreet, CFP®

Volunteer’s Bio

Stephen Overstreet, CFP® has 25 years’ experience in his fee-only financial planning firm. He has an MBA in Finance and started the practice after a 28-year career in the military. He is a member of the National Association of Personal Financial Advisors (NAPFA) and provides investment advisory and comprehensive financial planning to his clients from all backgrounds and income levels. The firm is increasing its volunteer work to provide help in retirement planning, investments, and personal finances.

Areas of Expertise (as specified by volunteer)

Contact Information

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