Stephen Weatherby CFP®
Stephen joined Integrated Financial Planning, P.C. in 2016, but is not new to the world of financial planning. He has over 20 years in the industry, most recently for one of the largest fee-only firms in Denver, CO. Stephen’s background in financial planning is diverse, and he has gained many viewpoints over the years working with some of the industry’s best.
Stephen is committed to working in the client’s best interest while helping them find clarity in their pursuit of their goals and dreams. He grew up in Texas and earned his Bachelors of Science from Texas Tech University in Family Financial Planning. This degree is generally viewed as the premier financial planning program in the nation by the financial community. He also received his minor in Family Studies which has helped him understand how an individual’s history with finances may have impacted where they are today. Stephen moved to Colorado in 2001, and became a CFP® in 2007.
Stephen’s unique financial planning background includes spending four years working with the Department of Defense as a contractor providing financial planning, education, and training to all branches of the United States Military. While in this role, he was able to help countless families navigate their financial lives at numerous military installations around the world.
Away from the office, Stephen enjoys spending time with his family in all of the outdoor opportunities that Durango provides. It has been a lifelong dream of Stephen’s to live in Durango. Growing up, he was one of the Texas families clogging up the Colorado mountain roads! He and his family are extremely excited to be a part of this wonderful community, and hope to get the chance to meet you soon!