Stephen Roth CFP®
Over his 17-year career in the financial services industry, Stephen has helped several people understand how and why their emotions lead to negative, impulsive financial decisions. He strives to build a detailed understanding of his clients and invests the time up front to learn what really matters to them. By helping people grow and protect their wealth while educating them on their financial picture, he aims to inspire meaningful change.
Stephen started in financial services in 2003. After being a top producer and financial planner for Prudential, and 7-time MDRT qualified, he left to focus on financial planning. As the founder of Limestone Financial Group, he helps people identify their bad habits so they can live a life of purpose. As a lifelong learner, he works to stay at the forefront of wealth management by collaborating with other professionals, sharing ideas, and building a deeper understanding of how to turn his clients’ visions into reality.
Beyond his work, Stephen enjoys spending time with his family, snowboarding, tennis, and golf.