Stephen Crawford | Partner in Florida | Clarity Wealth

Stephen Crawford MBA, RSSA®

Partner

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, through Dave Ramsey's Financial Peace University, 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®
  • Ramsey Preferred Coach - Attended and completed Ramsey Solutions Financial Coach Master Training
  • 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.