Stephen C. Lynch CFP®
As President of Steve Lynch Wealth Management, it is both a privilege and a responsibility to guide individuals, families, and businesses in building and preserving wealth—not just for today, but for future generations. My career in wealth management spans over three decades, during which I have had the honor of helping clients navigate complex financial landscapes and achieve their long-term financial goals. I hold multiple industry certifications, including the Series 7 (1986), Series 63 (1986), and Series 24 (1995), and have been a Fiduciary and practicing CERTIFIED FINANCIAL PLANNER ™ professional since 1990.
My approach to financial management is grounded in my deep commitment to fiduciary responsibility, always putting my clients' best interests first. I pride myself on providing sound, strategic advice that addresses both immediate financial needs and long-term aspirations.
My educational journey began at New Mexico Military Institute (NMMI), where I earned an Associate of Arts degree in 1982, followed by a Bachelor of Science in International Trade from Texas Tech University. In my ongoing pursuit of knowledge, I have attended numerous industry conferences and professional development programs, with the most impactful being Harvard University’s Executive Business Program in Behavioral Finance, which has shaped my understanding of client psychology and investment decision-making.
In addition to my financial expertise, I bring leadership experience from my time serving as a Company Commander in Operation Desert Shield. This experience instilled in me the values of discipline, resilience, and a deep sense of responsibility—qualities that continue to guide my approach in both business and life.
Personally, I am a proud husband to my wife, Heidi, with whom I have raised four wonderful children, all of whom are NMMI alumni. When I’m not working, I enjoy fishing, playing tennis, riding dirt bikes, and simply spending time in the great outdoors.
- Securities licensed since 1986 (Series 7)
- CERTIFIED FINANCIAL PLANNER™ Professional since 1990
- Securities principal since 1995 (Series 24)
- Fiduciary since 1990
- Graduate of New Mexico Military Institute
- Graduate of Texas Tech University
- Harvard University Executive Program Graduate
- Army-National Guard and Reservist Company Commander in Operation Desert Shield
