Jen has been following my work on LinkedIn and she just got her Certified Financial Planner (CFP) certification. She was ready for new headshots! She wanted a fresh, modern look – the company that she works for is based in California and has a modern outdoor-sy feel. So we took Jen’s headshots outdoors and had a fantastic and fun session! I can’t wait to do more outdoor headshots…
About Stone Steps Financial, Scott Frank CFA, CFP
My mission is to help you and your family as soon as possible in order to help you avoid the financial missteps that so many others make as they receive their financial education from the school of hard knocks. I’m here to serve and guide you along your own path, towards a life of financial freedom.
Working my way through college, at the University of Colorado at Boulder – Go Buffs!!, as a server and bartender had a major influence on the way I serve clients today. I worked at a casual fine dining restaurant and most of the patrons were not familiar with the cuisine or many of the wines; this was before the movie “Sideways” came out so no one was drinking Pinot Noir in the states. I truly enjoyed educating patrons about what we had to offer and helping them take a culinary journey. “Haricot Vert is just a French way of saying green beans” was a common phrase for me.
Now, in wealth management, it’s the same idea, but the stakes are much higher! I help clients, like you, take their complex financial lives and make them simpler and more tangible, giving them clarity and saving them time by handling what for most is an arduous task. This allows you to focus on living and enjoying life, knowing your financial future has been well thought out. I guide you through your options and help you make informed decisions without overwhelming you with confusing jargon or equations.
I am highly trained in the fields of financial planning and investment management having earned the Certified Financial Planner™ certification (CFP) as well as the Chartered Financial Analyst® designation (CFA) in addition to nine years of experience at nationally recognized firms. I am well suited to help you and your family because I am in a similar position. My wife, Amanda, and I are working toward our high earning years in which wealth starts to accumulate and I know first hand how important it is to set yourself, and your family, up for financial success now.
For more information on Stone Steps Financial, visit the website.
Tara Flannery Photography is a Houston headshot photographer specializing in portraits, headshots, and events. We serve the greater Houston area and are based in The Woodlands and Conroe. Contact me to schedule a session or to ask questions and get more information. Check out our headshot gallery here.