Steven Stroud

Steven Stroud CFP®, CKA®

Co-founder, Wealth Planner, LPL Branch Manager, Owner

Steve Stroud, CFP®, CKA®, is the co-founder and Branch Manager of Stroud Wealth Management providing knowledge, experience and leadership to his clients and the team. 

With a differentiated approach to serving clients, Steve works collaboratively with the Stroud Wealth Management team to provide comprehensive support to every client. 

Focusing on creating innovative solutions, Steve oversees client relationships, develops comprehensive financial plans, and coordinates strategies to help clients achieve their goals. His work emphasizes helping clients enjoy their wealth while preserving it for future generations. 

Steve holds a bachelor’s degree in finance with a minor in Nonprofit Management from Cedarville University. He also holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Kingdom Advisor® (CKA®) designations. 

In addition to his professional achievements, Steve is deeply committed to his community, actively serving in his church, Heritage Fellowship Church, and contributing to various non-profit boards. When not working, Steve enjoys spending quality time with his wife, Anne, and their children and grandchildren. He embraces the outdoors through camping, mountain biking, and hiking adventures.