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Steven E. Krasnipol

Steven E. Krasnipol

President-Wealth Coach of North Carolina

Domicile State: NC
Phone: (910) 398-6405
Fax: (910) 398-6406
Mobile Phone: (910) 352-0795
E-mail:
 

Steven Krasnipol is the founder of Wealth Coach of North Carolina. He received his bachelor’s degree in Political Science from the University of South Florida. Steven decided to pursue a career in financial planning because it is a way to help people achieve their most important financial goals, and protect against them being taken away. Through the College of Financial Planning in Denver, CO Steve became a Certified Financial Planner (CFP). His dedication to charitable organizations and supporting the community motivated him to continue his education and through The American College to receive masters designations as a Chartered Advisor in Philanthropy(CAP) and a Chartered Special Needs Consultant (ChSNC).

Originally from Florida, Steven and his family moved to Wilmington, NC in 2005.  He enjoys spending time on the beach as well as the art and history that historic Downtown Wilmington has to offer.  Steve is committed to improving the community through his work in and out of the office. He currently sits on the advisory board for the Easter Seals UCP in Wilmington and Coastal Horizons Center and is a member of Cameron Executive Network (CEN) at UNCW.

Steven E. Krasnipol,

CFP®, CLU, ChFC, CAP®, ChSNC® 

President-Wealth Coach of North Carolina
20 Years of Experience

SECURITIES REGISTRATIONS

·         Series 65 – Uniform Investment Adviser Law Examination

·         Series 7 and 63 – General Securities Representative, Uniform Securities Agent State Law Examination

·         Series 24 – General Securities Principal

INSURANCE LICENSES

·         Life and Health

EDUCATION

·         University of South Florida, Tampa, FL
Bachelors of Arts

·         College of Financial Planning, Denver, CO
Certified Financial Planner, CFP® designation

·         American College, Byrn Mawr, PA

Chartered Life Underwriter, CLU designation

Chartered Financial Consultant, ChFC designation

Chartered Advisor in Philanthropy, CAP® designation

Chartered Special Needs Consultant, ChSNC designation

Wealth Coach of North Carolina is a specialty firm focused comprehensive financial planning, maximizing planned gifts for charitable organizations, and life care financial planning for families with Children and Adults with Special Needs. He brings years of experience advising clients about long-term planning for financial security.

Steven’s unwavering commitment to help clients and donors achieve their highest aspirations for self, family, and society has impacted 501(c)(3) organizations locally, regionally, and nationally. Some of these include:

·         St. Jude’s Children’s Research Hospital

·         Make a Wish Foundation of South Florida

·         Easter Seals UCP North Carolina

·         North Carolina Coastal Land Trust 

Currently, Steven sits on the advisory board for the Easter Seals UCP in Wilmington, Coastal Horizons Center, and City Club at de Rosset. Between the years of 2003-2005, he also served on the South Florida Make A Wish Foundation Development Advisory Board.

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Check the background of this financial professional on FINRA's BrokerCheck