Wharton Business Radio

Your Money: January 15, 2019

Host Kent Smetters is joined by Stephen Craffen (National Chair; Partner, Stonegate Wealth Management, National Association of Personal Financial Advisors) and Rob Schmansky (Founder, Clear Financial Advisors) on the Tuesday, January 15, 2019 edition of Your Money.

Air Date: Tuesday, January 15, 2019 on SiriusXM 132

Hosted By

Rob Schmansky

Air Time: 5:30 pm
Featuring: Rob Schmansky

Stephen Craffen

Air Time: 5:00 pm
Featuring: Stephen Craffen

Featured Guests

Stephen Craffen

National Chair; Partner, Stonegate Wealth Management, National Association of Personal Financial Advisors

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Stephen C. Craffen is a Partner and Senior Wealth Manager at Stonegate Wealth Management. Steve worked as an engineer for about 10 years before changing careers and joining Prudential. After a few years, he became disenchanted with the sales-oriented approach to delivering financial advice since it did not have the client’s best interests at heart and he believed strongly in the value of financial planning. He left Prudential and founded Stonegate Wealth Management in 1993 and for a time did accept commissions. After a few years, he realized that accepting any commission is too fraught with potential conflicts so Stonegate became fee-only in 1998 and joined the National Association of Financial Planners (NAPFA), the premier organization for fee-only advisors.

Steve feels so strongly about this organization and its mission to “fix” the way advice is delivered to consumers that he has been involved as a volunteer for many years in many roles, serving as eastern region chair and president and now on the National Board as a director. NAPFA membership was a natural fit for us since we believe the client comes first and that providing detailed financial planning is key to the success of our clients. NAPFA’s requirement for continuing education (60 hours every two years) also fits right into our philosophy that you can never stop learning if you want to really help clients. Steve’s NAPFA Financial Advisor Diagnostic.

Steve loves helping people organize the financial aspects of their lives and planning for their future whether it will be for early retirement, buying a second house or even just helping to provide a feeling of security in knowing that you can achieve your goals and dreams in life. He particularly likes to work with executives, professionals, and business owners. You may contact him at stevec@stonegatewealth.com or by phone at 201-791-0085 to schedule a meeting to get acquainted and to see if we are the right fit for you. Steve’s hobbies include photography, cooking, and sports cars. He stays in shape through weightlifting and karate (black belt, Shotokan). He enjoys playing with his 2 dogs; don’t mention them or you’ll have to see their pictures! He is married and has a 15-year-old daughter who he hopes one day will go into this field.
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Rob Schmansky

Founder, Clear Financial Advisors

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Robert Schmansky, CFP® has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns, beginning his career managing the portfolios and tax plans of senior corporate executives. He subsequently worked as an investment advisor for one of the nation’s largest independent investment management firms before founding Clear Financial Advisors.

Rob is frequently quoted in the media, including the Wall Street Journal, Forbes, CNBC, ABC News, SmartMoney, CNN Money, Reuters, Detroit Free Press, Chicago Tribune, Dow Jones Newswires, MarketWatch, National Public Radio, and other publications.

Rob earned a B.S. in human ecology with family resource management specialization and an M.A. in economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an Enrolled Agent (EA), and is a licensed Life Insurance Counselor in the State of Michigan.

Rob has been an adjunct instructor of global economics and the required courses for candidates to sit for the CFP® examination. He has contributed to the retirement planning knowledge requirements for those seeking international CFP® certification under the Financial Planning Standards Board. In 2015 he was chosen by InvestmentNews as a top national talent in the financial advice industry.

Rob has been a contributing writer to US News & World Report The Smarter Investor Blog, NAPFA’s Fee-Only Planner Blog at Forbes and FPA’s All Things Financial Planning Blog, as well as other publications; an investment expert for FiLife, a former Dow Jones/IAC joint Internet venture; and a Featured Contributor for Yahoo! Finance.

In addition to being your fiercely independent fiduciary™, in his free time Rob enjoys coaching youth lacrosse, jogging, and reading history and biographies.
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