Stephen Boatman, CFP®, CSLP®
Financial Planner
I began my path in financial planning by becoming a trusted resource for friends and family where I help to educate and influence their financial decisions. Through relentless effort and continuous research and education, I have become a savvy financial planner, client relation specialist and an invaluable asset to the Smith Partners Wealth Management team.
Stephen Boatman, CFP®,
CSLP®
Financial Planner
I began my path in financial planning by becoming a trusted resource for friends and family where I help to educate and influence their financial decisions. Through relentless effort and continuous research and education, I have become a savvy financial planner, client relation specialist and an invaluable asset to the Smith Partners Wealth Management team.
“We make a living by what we get, but we make a life by what we give” - Winston Churchill
I have been investing since I was 14 years old and have always had a passion for helping others understand money and teaching them the positive impact it can have if managed correctly.
I understood how wealth management and financial planning could change lives ever since I was in my teenage years thanks to my parents teaching me the financial basics and being transparent with their own money decisions – within this realization, I discovered my purpose: making a positive difference within the lives I’m surrounded by and the financial industry I work in.
When I’m not studying or at work, I enjoy spending time with my friends, being in the mountains or at the lake, and riding one of my bikes through the woods or on the road.
Leadership & Community Involvement:
Adjunct professor at Appalachian State University and UNCG, Search Ministries Board Member, Bryan YMCA Board Member, 1-2-1 Mentoring mentor, President of The Bowden Investment Group 2014-2015, Member of Financial Planning Association (FPA), Member of Society of Financial Service Professionals (SFSP), Project 658, F3, Mercy Hill, Young Life.
Education & Certifications:
B.S.B.A. in Finance and Banking from Appalachian State University in 2015, CFP®, Series 65 Certification, and CSLP (Certified Student Loan Professional) in 2019.
Areas of expertise:
- Retirement Planning
- Cash Flow Analysis
- Student Loan Debt
- Small Business Retirement Plans
- Investing (tax efficient, ESG, sustainable)
- Social Security Analysis
- Tax-Advantaged Retirement Accounts
