Stephen Crawford | Partner in Florida | Clarity Wealth

Stephen Crawford MBA, RSSA®


I enjoyed a rewarding career in construction and engineering before joining Clarity Wealth. During this time, I had the opportunity to solve complex problems, develop teams, improve business operations, and serve clientele in a senior management capacity.

After experiencing the effects of financial stress in my life and in the lives of my parents, we (my wife and I) developed a plan, paid off a tremendous amount of debt, and established control of our finances.

While providing financial coaching to others and helping my parents master their own finances (both in their mid-60s at the time), it became clear that serving others by helping them with their finances was what I was being called to do with my life.

I ultimately left the engineering and construction industry to serve in the financial services industry. I enjoy applying engineering principles to personal finance to help people clarify their financial goals and develop a plan to achieve those goals so they can enjoy the freedom that ensues.

In addition to my engineering professional designations (Professional Engineer and Structural Engineer), I hold the following credentials:

  • Master of Business Administration, MBA
  • Series 7 - General Securities Representative Examination
  • Series 66 – Uniform Combined State Law Examination
  • RSSA® – Registered Social Security Analyst®
  • 2-15 Life, Health & Variable Annuities License

When I’m not perfecting financial plans, you can find me enjoying the time with my wife, our three boys, and our dog (he’s a fluffy goldendoodle).  Running and working out allow me to keep up with the energy of my boys and provide mental clarity. I also enjoy a the challenge of a home improvement project.