Sundays: 8am - 8:30am
Listen each week as Kenneth Stephenson and Valerie Springle interview and debate with the nation’s top industry professionals.
About the Hosts:
Kenneth D. Stephenson is the founder and president of Complete Financial Solutions, Inc., and the Chief Investment Advisor at Quest 10 Wealth Builders, Inc., a Registered Investment Advisor. He has 20 years of experience in the financial services industry. Kenneth and his team focus on a holistic financial planning process which includes structured retirement income plans, estate planning, transparent institutional managed money portfolios, and Medicare and Social Security planning for retirees. His complete planning process includes a proprietary process called C.P.R. The C.P.R. report will give potential clients/ retirees a written financial plan that includes current Costs, Performance, and Risk.
Associate Financial Advisor
Valerie Springle joined Complete Financial Solutions as an Associate Financial Advisor in May 2012. This Angier native received her bachelor’s degree from East Carolina University in December of 1998. Valerie’s financial experience began in January of 2000 in New York City as a registered representative for Baron Capital, a mutual fund company. In 2006, she left Baron Capital to assist with the launch of a startup hedgefund, RiverPark Capital. Most recently she worked as a multi-line agent with Farm Bureau based out of Charlotte and holds licenses in Life, Health, Long Term Care and Medicare in the state of North Carolina. Valerie’s responsibilities include quarterly and annual reviews, new client assessments, individualized financial plans and co-host on the “Retirement Harvest” weekly radio show. She’s an active member of the Fuquay Varina and Raleigh Chambers as well as the Capital City Clubs.