Stephen P. Emanuels,
CFP®, CPA/PFS, CIMA®

Senior Wealth Advisor, Principal

At Capital Planning
Stephen specializes in delivering wealth management services to executives and senior managers faced with complex incentive compensation packages for publically traded and privately held companies. He has become a trusted resource for Boeing executives and managers by helping them navigate through the decisions impacting their retirement benefits and evaluating potential risks, rewards and taxation associated with Boeing’s unique incentive compensation offerings. His years of working with clients from multiple publically-traded and privately-held companies provide him diverse experiences to share and empower others.

Practice Focus

  • Boeing Managers & Executives
  • Innovative solutions to meet the evolving needs of highly compensated individuals
  • Investment & Income Distribution Strategies
  • Concentrated stock and stock option diversification strategies
  • Executive benefits analysis

When I Am Not at Work
As a husband and father of two boys and two girls, Stephen experiences a lot of variety outside of work. He and his wife have embraced the challenges of being in two or three places at one time in order to support and encourage the individuality of their four children. He has supported each child by coaching their youth sports, participating in their interests and seizing those available days to experience the beautiful Pacific Northwest. Stephen may be seen at the baseball fields, basketball courts, soccer fields, and dance competitions. He enjoys being outdoors, especially on the water; fishing his favorite spots around the Puget Sound and local rivers. Stephen is active in his church leading small group studies for adults and youth.

Previous Roles or Ventures
Prior to joining Capital Planning in 2000, Stephen was with the Entrepreneurial Advisory Services department of PricewaterhouseCoopers providing integrated tax, audit, and consulting to leading corporations and business owners.

Education & Designations

  • BA, Business Administration, Concentration: Accounting, University of Washington
  • IMCA Certified Investment Management Analysis Program, Wharton Executive Education, University of Pennsylvania
  • IMCA Alternative Investment Program Certificate, Wharton Executive Education, University of Pennsylvania
  • Certified Public Accountant, Washington State Board of Accountancy
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Personal Financial Specialist, American Institute of CPAs (AICPA)
  • Certified Investment Management Analyst®, Investment Management Consultants Association (IMCA)

Professional & Community Activities

  • Investment Management Consultants Association (IMCA), Member
  • American Institute of Certified Public Accountants (AICPA), Member
  • FCA Baseball Club of Washington, Volunteer & Chaperone
  • Lake Hills Soccer Club, Coach
  • Fellowship of Christian Athletes, Volunteer

My Most Recent Speaking Engagements

  • Seven Steps to Successful Retirement, Boeing Management Association
  • Seven Steps to Successful Retirement for Boeing Executives, Privately Sponsor
  • Changing Times - 2013 Estate & Financial Update Forum, Private Sponsor
  • Advanced Investment Planning, BMA Goldcard Financial Education Series
  • Sustainable Retirement Income, BMA Goldcard Financial Education Series

Events

See our Events Section for more details.

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