About My Practice
The practice is dedicated to serving the financial life planning needs of clients in the Pitt county area. Our business mission is to use the financial life planning process to partner with and purposefully guide clients so they are free from financial stress and worry, so they can then focus on creating and living a happier and more purpose-driven life.
Stephen Brody is a Certified Financial Planner®, Charter Financial Consultant, and a Registered Life Planner®. With over 25 years in financial services, and another 10 years spent educating, motivating, and supporting diverse adult populations, Brody has been at the forefront helping adults imagine and create happier and more inspiring lives. He continually demonstrates the ability to take the random, chaotic pieces of a person’s life and draw them together, creating a calm, orderly, and empowering vision of what’s possible.
Brody earned a BSBE and MAED from East Carolina University. Stephen’s strong education background has allowed him to serve as an adjunct faculty member teaching the CFP curriculum, as the founder of Financial Literacy Education.Org., and the author of What Your happiest Friends Already Know ..... The ultimate guide to connecting your money and your values with your life.
Stephen professionally has been the subject of a number of articles and is a sought-after conference contributor and speaker. Brody is active in his community, and believes that giving time to others is one of the obligations necessary to living in this great country.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: NC, Health/disability insurance: NC, Fixed annuities: NC, Variable annuities: NC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Registered Life Planner (RLP)
Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) and a registered investment advisor, (223C Commerce Street, Greenville, NC 27858 - (252)321-0362). MLIC and MSI are MetLife companies. L0313313455[exp0914][NC]
Considerations: Since 1987 the practice has concentrated on comprehensive financial life planning services meant to help relieve clients of financial stress and worry, so they are free to focus on creating and living a happier, more fufilling, and purpose-driven life.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.