Sue Stevens CPA/PFS, CFP, CFA, CAP
Wealth Advisor, Buckingham Strategic Wealth
Sue Stevens is the author of the Dreams of WealthTM series of books on personal financial planning. Her books integrate a down-to-earth soulful approach to a highly disciplined area of expertise. Sue brings a wealth of experience from working at Buckingham Strategic Wealth, Morningstar, Vanguard, and Arthur Andersen for thirty years. She has founded two firms—Stevens Wealth Management and Stevens Visionary Strategies—as well as founding Morningstar's personal financial newsletter Practical Finance. She started as a professional cellist playing with many well-known performers in both the classical and pop worlds. But her desire to help others find a life of financial well-being led her to a disciplined path of study earning an MBA in finance and policy from University of Chicago Booth School, a MS in Wealth Management from The College for Financial Planning, Chartered Advisor in Philanthropy, Certified Public Accountant/Personal Financial Specialist, Chartered Financial Analyst® charter holder and CERTIFIED FINANCIAL PLANNERTM practitioner. Most recently she completed a year-long course on Soul & Psychology with Thomas Moore, author of Care of the Soul.