Stephen Bauer, CFP®, AIF® in

Stephen Bauer, CFP®, AIF®

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Financal Planner, Portfolio Manager at Evergreen Financial Group
📍 Salt Lake City, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
8 Years
Current Role
Financal Planner, Portfolio Manager
Job Level
Middle
Location
Salt Lake City, Utah, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2025
Financal Planner, Portfolio Manager
Evergreen Financial Group
3-2023 - 1-2025
Wealth Advisor
Mercer Advisors
9-2021 - 3-2023
Financial Planner
Mercer Advisors
11-2018 - 9-2021
Client Solutions Representative
Mercer Advisors
1-2018 - 5-2018
Team Manager
TD Ameritrade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science (BS)
University of Wyoming
Certificate
College for Financial Planning
Bachelor of Business Administration (BBA)
University of Wyoming College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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