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Steven K

CFP®, Series 63, Series 66

Nokomis, FL

Kienzle Wealth Consulting LLC

Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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