Meet Our Team

Mosaic Financial Partners - Stephen Kepler - Financial Planner - Bio Headshot.jpg

Stephen thrives when helping families secure their financial futures. He is most in his element when working at your side to identify and achieve your family’s key financial goals. Stephen is interested in educating and counseling families through challenging financial situations to help them improve their holistic financial wellbeing. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning his personal interests with his professional goals. He joined the Mosaic team in March 2017.

Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.

A New Jersey transplant to the Bay Area, Stephen lives in Mill Valley and enjoys spending time with his teenagers, hiking, biking, traveling, and cooking. In addition to serving as an experienced Bay Area financial planner, Stephen is also an avid golfer, and has served on multiple committees at Meadow Club in Marin County.

 

Specialties

  • Financial independence
  • Life transitions, such as divorce
  • Executive compensation programs
  • Family-focused financial counseling

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Biography

Education
BA, Economics, Vanderbilt University, 1990

 

Certificate, Personal Financial Planning, UC Berkeley Extension, 2015

 

Accreditations

CFP©, CERTIFIED FINANCIAL PLANNER professional, 2017

 
Awards

2015 Newport Advisory Outstanding Student Award

 

Professional Affiliations

Financial Planning Association (FPA), 11/20/2013 – Present


Meadow Club, Marin County, 7/2/2006 – Present

 

San Francisco Securities Traders Association (SFSTA),
Board Member, 2001 – 2005
President, 2004