With nearly 20 years of experience in the financial industry, Stephen Dreiling, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning. Focused on portfolio management and client relationships at Capital Investment Counsel, he specializes in bond and equity research and economics.
Stephen has a Master's in Finance from the University of Colorado and degrees in Management and Accounting from Mesa State College (Colorado). He is a member of the Financial Planning Association (FPA,) a member of the CFA Institute and an affiliate member of the CFA Society of Colorado.Stephen also holds a Colorado Insurance Producer's License.
|
