Stephen Madeyski is a Certified Financial Planner (CFP®) with an MBA and over 15 years of experience in fee-only financial planning. He has successfully run companies (both in the US & oversees), consulted for corporations & managed thousands of employees. He is registered as an Investment Advisor with the NM Securities Division and is an active member of the National Association of Personal Financial Advisors (NAPFA).
Stephen has conducted financial literacy classes for low-income individuals and military personnel. Stephen considers the financial planning process as educational for clients, and their financial well-being is of utmost importance to him. This combination of skills & credentials makes him an outstanding choice to be your financial planner.
Stephen believes you can benefit from a financial plan. He provides personalized recommendations tailored to your individual financial needs. He understands different people have varying comfort levels regarding financial issues, therefore he can either offer guidance on implementation of your plan or leave you free to do it yourself.
Whatever your financial needs, Stephen Madeyski Financial Planning, LLC. is available to provide ongoing advice and expertise. Of course, the services include complete confidentiality.
Stephen has earned the following formal education degrees and certifications:
- B.S. Mining Engineering, University of the Witwatersrand, Johannesburg, South Africa, 1981
- Masters of Business Administration, University of New Mexico, 1991
- Masters of Engineering, University of New Mexico, 1997
- CERTIFIED FINANCIAL PLANNER™ (CFP®), College for Financial Planning, 2004
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
Charlie, VP of Marketing