Stephan Zehner joined Atticus Wealth Management in January 2021, bringing experience from his prior role as a Financial Planner with Castle Wealth Management.

As a Certified Financial Planner™, Stephan advises individuals and families on aligning their wealth with long-term objectives, delivering integrated strategies that span investment management, retirement planning, and broader balance sheet considerations. His work is centered on providing clarity and structure to complex financial decisions, helping clients navigate trade-offs and maintain discipline through changing market environments.

A core part of Stephan’s approach is guiding client behavior through market cycles. He works proactively to set expectations, frame risk appropriately, and reinforce a long-term perspective during periods of volatility, helping clients avoid reactive decision-making that can impair outcomes. By combining disciplined portfolio management with ongoing communication and education, he helps clients stay aligned with their strategy through both market drawdowns and periods of excess optimism.

In addition to his advisory work, Stephan is actively involved in portfolio construction and firm-wide investment strategy as a member of Atticus Wealth Management’s Investment Committee. In this capacity, he contributes to asset allocation decisions and ongoing oversight of client portfolios, ensuring consistency with the firm’s investment philosophy and risk management framework.

Stephan resides in Lake Worth with his wife, Melanie, and their children.