Taxes

• Tax Planning
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  Cynthia is originally from New York and brings over 30 years of experience to Charles Stephen. From major financial corporations such as Morgan Stanley and Thornburg Investment Management to independent financial advisor companies, she has done it all. Her favorite parts about working in the financial industry are the relationships she develops with clients and helping them form their desired financial life. She is currently working on the Series 7 (General Securities) and taking classes at Central New Mexico to finish her degree in Business. Cynthia’s other passion is theater.  In the past ten years she has performed on some of New Mexico’s most prestigious stages as well as stage-managed for numerous productions.  Being a stage manager is her preference because you can step back and see the results of your labor. For relaxation, she enjoys spending time with her family, quilting, and volunteering at numerous non-profits.
• Mutual Funds
• Bonds
• Wealth Management
  Adam heads the wealth management practice at Charles Stephen, working with individuals and families to create the strategies and structures required for preserving and growing wealth. He also directs the firm’s business operations and relationships with third-party asset managers and other vendors.

Accounting

• Accounting Services

Planning

• Financial Planning
  Steve founded Charles Stephen in 1983 with the late Charles Severino. Their shared vision was to help clients manage their finances with the goal of helping them live their lives the way they wanted. Together Chuck and Steve grew the firm into one of the leading financial planning firms in the Southwest.
• Retirement Planning
  Steve has been a financial planner for over 40 years, one of the very first in the United States to be licensed as a Certified Financial Planner (license no. 70). His depth of experience in financial and income planning, retirement planning, investment strategies, risk management, and business succession planning make him uniquely suited to create unique paths to security for any professional and personal circumstance.
• Annuities
  If fixed rates of return and income protection within specific time frames are your comfort zone, we can offer a variety of options.
• Long Term Care
• College Funding
  Fortify your education planning with the right insurance that protects your child and what you’ve built for them.