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Stephen G
CFP®, Series 65
Bountiful, UT
Goalen Capital Advisors, LLC
Stephen Goalen is a CFP® and holds a Series 65 license with 15 years of industry experience. He is the principal of Goalen Capital Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Merit Wealth Management, Goalen Financial Advisors, and Jacobsen Capital. Goalen is also a passive equity shareholder in two companies, Battalion Bags, LLC and Klean Freak, LLC. Goalen Capital Advisors, LLC provides investment management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm emphasizes ERISA-aware fiduciary services and ongoing support for corporate retirement plans, offering discretionary portfolio management alongside non-discretionary recommendations on private funds.
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