Stephen  Dyer,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen Dyer, CFP®

Founder

Optimal Wealth Strategies

1223 George C Wilson Dr
Augusta, GA 30909-4502
FINANCIAL ADVISOR'S WEBSITE
(706) 814-0178 CONNECT WITH Stephen
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General

Stephen Dyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Optimal Wealth Strategies in Augusta, GA and the surrounding communities.

Financial Advisor Experience

I have been working as an investment advisor for close to 10 years and have recently become a CFP® certificant. I work to determine the goals of my clients and use their strengths and support their weaknesses to accomplish the goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: GA,SC
  • Health/disability insurance: GA,SC
  • Fixed annuities: GA,SC

Broker-Dealer Disclaimer

Investment advisory services offered through Fusion Capital, LLC an SEC Registered Investment Advisor.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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