Stephen C. Lynch CFP®
As President of Steve Lynch Wealth Management, it is my honor to help individuals, families, and businesses build wealth not just for their needs but also for future generations. I have obtained the Series 7 (1986), Series 63 (1986) and Series 24 (1995). I am proud to say I have also been a Fiduciary as a practicing Certified Financial Planner™ professional since 1990.
For my formal education, I graduated from New Mexico Military Institute (NMMI), with an Associates of Art 1982. Then I went on to attend Texas Tech University where I received a bachelor’s degree of Science in International Trade. I have continued with my education by attending multiple conferences and classes. The one I found the most note worth is Harvard University’s Executive Business Program on Behavioral Finance.
I have been happily married to my wife, Heidi, for over 25 years. We have four children, all of whom attended NMMI. Prior to entering “the business”, I served in Operation Desert Shield as a company commander. I enjoy fishing, tennis, dirt bikes, and just being outdoors. Originally from Michigan, I have lived in New Mexico for the greater part of my life.
- Securities licensed since 1986 (Series 7)
- Certified Financial Planner™ Professional since 1990
- Securities principal since 1995 (Series 24)
- Fiduciary since 1990
- Graduate of New Mexico Military Institute
- Graduate of Texas Tech University
- Harvard University Executive Program Graduate
- Army-National Guard and Reservist Company Commander in Operation Desert Shield
