Stephen Bauer
- Vice President - Head of Office
- United Capital Financial Advisors, LLC
School Information
School: University of Illinois
College Major: Business
Years at College Works: 2004 to 2007
Career Information
Working For: United Capital Financial Advisors, LLC
Title: Vice President – Head of Office
Industry: Finance
Brief Description of Duties / Responsibilities:
Investment advisory services offered by United Capital, LLC a Goldman Sachs Company. Once my dad unexpectedly passed away, I realized I had a calling to help families better financially prepare for loosing a loved one and also make sure the surviving widow is taken care of and has a trusting relationship with me. To help me accomplish this I use a proven and proprietary financial planning process designed to help my clients reduce their taxable income, figure out how much insurance they need, and build wealth to help generate a retirement income for life. I also use a proven proprietary process that helps my clients not have to worry about market corrections because our system provides the income from more conservative investments, and only harvests gains when the accounts are up. We help our Oil & Gas executives understand how to get the most out of their current employers benefits and how to save more tax efficiently. We also help our business owners find the most tax efficient way to save their money and how to protect their wealth from incidents with their business. In 2017, Forbes recognized me as one of America’s Top Next Generation Advisors. For the past four years I’ve been named a Five Star Wealth Manager published in Texas Monthly and the Wall Street Journal.
What Has Been Your Proudest Accomplishment Post-CWP?Acquiring over $10 Million in new Assets Under Management in one year and joining the elite group of advisers who manage $50 million in assets or more.
College Works Career Impact
In one sentence, what has CW meant to you?
College Works Painting opened eyes to what I truly could accomplish and how the only way to live like no one else does is to do and work like no one else will.
How did your CW experience impact your career? Immediately after graduation? Now?
My College Works Painting experience got me my first position. The mother of one of my intern recruited me to the firm. Also, the average person they hire is 31, I was 23. Now I look back on it to remind me of the basics of sales.
What do you want to tell your clients about what it meant to work with them and how it has helped you get to where you are today?
Thanks for believing in me.
What was the greatest lesson you learned from your CW experience?
How to truely sell. Find what the client needs and wants, and show how you either fit or don’t.
How have the friendships and networks you built during CW affected you?
Two of my DMs I managed were in my wedding, and a third attended. Also almost everyone at my bachelor party was College Works Painting.
Advice
What advice do you have for potential CW participants? Current CW participants?
Work your tail off, and stay positive. You don’t know which door you knock on will be your biggest job, or which class talk will have your star manager.
What’s your best advice for someone interested in entering your career field?
College Works Painting will give you more training and real world experience than most others. You will use sales in everything you do.
What’s your favorite memory from CW?
The training all the dms had before Thanksgiving. Also being the top DM recruiter at Park City in 2006.
Last words of wisdom?
You can only control your attitude and your effort. But results will follow as long as you keep on giving your all on both.