Stewart Koesten
M.S.F.S., CFP®, CIMA®
Aspyre Wealth Partners
Executive Chairman
Stewart Koesten
M.S.F.S., CFP®, CIMA®
Aspyre Wealth Partners
Executive Chairman
We believe true wealth is living your best life. Our focus is to help YOU achieve your financial, career and life goals. - Stewart Koesten, M.S.F.S., CFP®, CIMA®
Feeling overwhelmed with your challenging career and busy, complex life? We partner with you to manage your career and organize your personal financial life. Think of us as your Personal CFO.
Aspyre Wealth Partners is a wealth management firm located in Kansas City (Overland Park), serving clients locally and across the country. Aspyre Wealth Partners provides financial planning, investment management and career planning to help clients plan for, prepare and adapt to life's transitions. As a fee-only, fiduciary, and independent financial advisor, Stewart Koesten is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Stewart Koesten is the Chief Executive and Executive Chairman of Aspyre Wealth Partners. He has more than 35 years of experience as a wealth management advisor. Stewart has also influenced the development of the planning profession by his many years of active participation in the Greater Kansas City Chapter of the Financial Planning Association.
Stewart is a former national board member of the Investments and Wealth Institute (formerly IMCA), and a former national board member of the Financial Planning Association. Stewart is past President of the Board of The Folly Theater and Past President of Kansas City Jewish Family Services. Stewart currently serves on the boards of the Kansas City Jewish Community Foundation and Jewish Federation of Kansas City.
He is a 1971 graduate of Louisiana Tech University and earned his M.S. in Financial Services from the American College in Bryn Mawr, Pennsylvania in 1988.
Words to Describe
Seeker, life-long learner
Favorite things to do
Travel, flying, Driving classic British Sports cars, golf and spending time with my wife Joy
Favorite things
Family heirlooms with a history
Unfulfilled Dreams
Airline Transport Pilots’ License
Favorite foods
Beef brisket and roasted potatoes
Secret fun
Car Rallies
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stewart Koesten is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Stewart Koesten is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Stewart Koesten is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Stewart Koesten Serves on the Jewish Community Foundation of Greater Kansas City Board of Trustees
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Stewart Koesten Serves on the Board of Directors for the Jewish Federation of Greater Kansas City
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Stewart Koesten is the FPA of Greater Kansas City Chapter Past President
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Stewart Koesten is Featured in the Kansas City Business Journal: "Who's Aspyre? Well-known OP wealth manager changes its name amid succession planning"
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Stewart Koesten is Featured in Financial Planning Magazine
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Stewart Koesten is Featured on Wild Blue Aircraft Sales: "Issues Faced By An Aircraft Owner As Viewed By A Financial Planner"
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Stewart Koesten is Quoted in InvestmentNews: "Ignoring Gen Y prospects a generation gaffe"
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Stewart Koesten Presents "Your Personal Business Plan"
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Stewart Koesten is an Alumnus of Children's Mercy Kansas City
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Stewart Koesten is Quoted in the Forbes Insights: "WEALTH TRANSFER: Managing Financial Well-Being From One Generation to the Next"
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Stewart Koesten is Quoted on RealtorMag: "Need to Bankroll Your Kids' Education? Start Now. Start Here."
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Stewart Koesten is Featured on Kitches.com: "Weekend Reading for Financial Planners"
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Stewart Koesten is Quoted in the Chicago Tribune: "CONSIDER THE OPTIONS"
Contact Stewart Koesten
Office Locations:
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10000 College Boulevard
Suite 260
Overland Park, KS 66210
