Steve Lear Email & Phone Number

For more than 40 years, Founding Partner and Financial Planner Steve Lear has been working to make lives better. Steve works with individuals and business owners, helping them organize their finances so that they can concentrate their time and energy on family, work, philanthropy, and leisure.Steve’s career in finance began in 1980, following his graduation from the University of Wisconsin-Madison. In 1989, he founded an independent firm, which merged into Affiance Financial in 2000. Throughout his career, Steve has received several Advisor Awards. His prolific career has led to many writing and speaking opportunities. Steve has contributed to two books, “Happily Ever After...Expert Advice for Achieving the Retirement of Your Dreams” in 2007, and “The Boomer’s Financial Guide to Multi-Generational Planning” in 2010. Since 2010, Steve has made numerous appearances on Fox News and WCCO, discussing financial planning issues.In addition to his financial planning work, Steve has founded or cofounded several small businesses and philanthropic organizations. These include: Instinctive Advantage, which uses Kolbe Wisdom™ to help people and businesses be more productive; Nechama, a volunteer disaster relief organization; BestPrep’s Financial Matters program, which helps students develop sound money management skills; and the Speakers’ Bureau of the Jewish Community Relations Council of Minnesota and the Dakotas, where he helped create a presentation called, “The Challenge of Peace: Israel and the Middle East.” In conjunction with The Smithsonian Institution, Steve also established The Bias Inside Us; a mobile educational experience designed to prevent discrimination, prejudice, and bigotry.In recognition of his community service, Steve received BestPrep’s Bunzel Volunteer of the Year Award in 2010, and Sabes JCC’s Community Innovator of the Year Award in 2015. In 2020, Steve was recognized on AARP Minnesota and Pollen Midwest’s 50 Over 50 list.

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  Founding Partner, Financial Planner

  Affiance Financial, Llc

  1989 - Present - St. Louis Park, Minnesota, Us

  Affiance Financial is a Registered Investment Adviser committed to helping you improve yourlong-term financial success. Experience has shown us that adversity is part of life. We cannotcontrol the winds of change. Our job is to help you adjust the sails when the wind shifts.Affiance Financial(952) 544-9818600 Highway 169 S., Suite 1750St. Louis Park, MN 55426*This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly.This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice.Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

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  University Of Wisconsin-Madison