Stephen Muto, CFP^®

Designations and licenses

Stephen is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and education

Stephen provides customized, wealth management solutions for his clients. He works with a team of experienced professionals to design, implement and monitor investment solutions to help clients achieve their long-term objectives and goals. Stephen has been in the financial services industry since 2006.

Prior to joining Mariner, he served as a wealth manager for a registered investment advisor firm in Chicago. Before beginning his career in wealth management, Stephen worked as a fixed income derivatives trader.

He has a Bachelor of Business Administration degree in finance from the University of Notre Dame.

Personal interests

Stephen is a huge Notre Dame football fan. He likes spending time at the lake with his family.

Stephen’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.