Stephen M. Benotti,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen M. Benotti, CFP®

CRC®

Senior Vice Presidentt-Investment Officer

Wells Fargo Advisors

909 Fannin, Ste 1100
Houston, TX 77010
(800) 231-0983
(713) 853-2388

General

Stephen Benotti is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)

Insurance Licenses

  • Life insurance: AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MO MT, NC, NJ, OR, PA, TN, TX, UT, VA
  • Fixed annuities: AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MO MT, NC, NJ, OR, PA, TN, TX, UT, VA
  • Variable annuities: AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MO MT, NC, NJ, OR, PA, TN, TX, UT, VA

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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