About Stephen

Stephen R. Swensen

Lead Strategist / Author – Bucket Bliss™


Stephen received his BS degree in Business Administration from Utah State University in 1996 and has been a financial advisor for nearly 20 years. He developed the Bucket Bliss™ Strategy and created the tools that turned his average production into a $1 million practice. He’s been featured in The Wall Street Journal and on ABC, CBS, NBC, CNN, and Fox.


He specializes in income planning for retirees, corporate executives and university personnel, and coaches financial advisors around the country on his income planning and practice management strategies. He’s an avid pilot and lives in a suburb of Salt Lake City, Utah, with his wife and four children.




Stephen R. Swensen

Bucket Bliss™ Advisor Founder