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Stephen O
CFP®, Series 65
Winter Park, FL
Financial Planning Office of Stephen Overstreet, P.A.
Stephen Overstreet is a CFP® professional with 24 years of experience in financial advising. He is the sole advisor at the Financial Planning Office of Stephen Overstreet, P.A., an independent, fee-only firm he has led since 1996. The firm serves individual households, including professionals, business owners, and retirees, managing approximately $35 million for fewer than two dozen clients. The firm provides comprehensive financial planning and investment advisory services, focusing on long-term, buy-and-hold strategies using low-cost mutual funds and ETFs across multiple asset classes. It operates primarily on a non-discretionary basis, offering quarterly reviews and integrating retirement and insurance assets into its analyses.
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