Deep Enrich
Erik Stephens, CFP®, RICP®
4000 followers
Cincinnati, Ohio, United States
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About me
CEO & Founder of NOVA Capital
Education
Thomas More College
2011 - 2013Bachelor's degreeMichigan Technological University
2009 - 2011Oak Hills High School
2005 - 2009
Experience
Northwestern Mutual
Jan 2015 - nowManaging Director
Oct 2020 - nowWealth Management Advisor
Jan 2015 - now
NOVA Capital - Northwestern Mutual
Jan 2021 - nowCEO & Wealth Management AdvisorAreas of Expertise:• Planning with executive stock options & Restricted Stock Units• Charitable giving techniques and strategy• Portfolio construction• Distribution and tax strategies in retirement
Licenses & Certifications
Series 6
FINRA
RICP
The American College of Financial Services
Certified Financial Planner (CFP)
CFP BoardSeries 7
FINRASeries 63
FINRASeries 26
FINRA
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