Stephen C Owings, CFP®, ChFC®, CLU®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Designations

CFP®
Certified Financial Planner

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

ChFC®
Chartered Financial Consultant
®

The Chartered Financial Consultant® (ChFC®) program prepares representatives to meet the advanced financial planning needs of individuals, professionals and small business owners. Chartered Financial Consultants gain in-depth knowledge of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Awards

MDRT Million Dollar Round Table
 
 
 
Qualifying/Life Member
2008 - 2015
 
Qualifying Member
1999 - 2007
 

Education

Bachelor of Business Administration in Business from the University of Georgia

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck