Stewart S. Koesten,  CFP<sup>&reg;</sup> - Financial Advisor

Stewart S. Koesten, CFP®

CIMA®

Executive Chairman

Aspyre Wealth Partners

10000 College Blvd, Ste 260
Overland Park, KS 66210
FINANCIAL ADVISOR'S WEBSITE
(913) 345-1881 CONNECT WITH Stewart
  • twitter link
  • linkedin link

General

Stewart Koesten is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspyre Wealth Partners in Overland Park, KS and the surrounding communities.

Financial Advisor Overview

Stewart is the Chief Executive and Executive Chairman of Aspyre Wealth Partners. He has more than 35 years of experience as a wealth management advisor. Stewart has also influenced the development of the planning profession by his many years of active participation in the Greater Kansas City Chapter of the Financial Planning Association. Stewart is a former national board member of the Investments and Wealth Institute (formerly IMCA), and a former national board member of the Financial Planning Association. Stewart is past President of the Board of The Folly Theater and Past President of Kansas City Jewish Family Services. Stewart currently serves on the boards of the Kansas City Jewish Community Foundation and Jewish Federation of Kansas City. He is a 1971 graduate of Louisiana Tech University and earned his M.S. in Financial Services from the American College in Bryn Mawr, Pennsylvania in 1988.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Succession Planning, Long-term Care

More

Helpful Financial Planning Resources