Broker Check

Behavioral Finance 

Alpharetta, GA  (March 23, 2017) –  Stephen kilpatrick, BFA, CFP®,  CEO of Kilpatrick Advisors in Alpharetta, GA has earned Behavioral Financial Advisor™ certification from Kaplan Academy and the right to use the Behavioral Financial Advisor and BFA certification marks in accordance with Kaplan Academy certification and renewal requirements. Kilpatrick specializes in retirement planning and asset management.

The BFA certification program is designed to help advisors develop and improve the moral and emotional competencies they need to help clients make better financial planning decisions. Advisors who have earned certification are equipped to identify and manage the role emotions play in financial decision making and better prepare their clients for the future.

The BFA certification identifies individuals who have met the standards of the Kaplan Professional Academy, including completing the education and exam requirements. BFA professionals also agree to meet ongoing continuing education requirements.


 About Kilpatrick Advisors

Kilpatrick Advisors uses proven strategies to guide clients through financial independence and retirement.  Founded in 2002, Kilpatrick Advisors is a Premier Investment Management firm that provides a wide range of financial services to a diversified client base, helping individuals, corporations and families to proactively address the key wealth issues that they face over the course of their lifetime.