• Stephen BarkhuffNeighbor

  • Watertown, MA
  • Website

­­Stephen Barkhuff is Founder and President of Financial Fundamentals, LLC, a firm based in Watertown, MA. He launched Financial Fundamentals in 2014 in order to provide moderate-income families with affordable access to a caring and experienced financial professional who is committed to helping them achieve their financial goals.

His client focus is on local working couples and individuals, age 30-50, who earn our area's average income or less.

Steve is a personal finance professional who has worked in the financial services industry since 2000. 

He is both a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Analyst Charterholder, and he holds an MBA with concentration in finance from The Wharton School. His professional objective is to use his personal finance skills and experience to help those who are underserved by other financial professionals. In addition to his work at Financial Fundamentals, he is also a consultant to Compass Working Capital, a financial services nonprofit that delivers financial coaching and savings programs to lower income working families. Visit his LinkedIn profile to learn more about his professional experience.

Steve has lived in Watertown, MA since 2001 and is happily married to his wife Sarah. In his free time he enjoys playing the guitar, listening to music, and travelling with his wife.

Posting Activity

Stephen Barkhuff currently has no active events