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Stephen M
CFP®, Series 63, Series 66
Harvest, AL
Tulip Financial Planning LLC
Stephen Mandracchia is a CFP® professional based in Harvest, AL, and the principal advisor at Tulip Financial Planning LLC. He has five years of industry experience and has worked at firms including Morgan Stanley, Ironwood Investment Counsel, and Dew Wealth Management. Tulip Financial Planning serves business owners, high-income professionals, and high-net-worth families by providing discretionary investment management alongside comprehensive financial planning that covers tax, cash flow, insurance, legal structures, and estate planning. The firm focuses on passive, tax-efficient, long-term investment strategies and offers services ranging from tax preparation and planning to retirement plan design and business exit planning.
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