Steven Burnside, Cfa, Cfp® Email & Phone Number

As a Chartered Financial Analyst (CFA), my primary role is to provide wealth and investment portfolio management and advice to individuals, families, and institutions. I enjoy working with a diverse set of clients, ranging from young, early career adults to late retirees, low and high net worth and income ranges, individuals, couples, small and large families, business owners and a wide range of non-profit institutions including colleges, sheriff retirement plans, foundations, and charitable organizations. Additionally, as a Certified Financial Planner (CFP®), I bring a unique perspective to investment portfolio construction and management, with an emphasis on helping clients and institutions identify and work towards goals, in alignment with prudent retirement, estate, and tax planning, and identification and mitigation of major risks that can derail things along the way. I bring over 15 years experience in financial services and value strong relationships with clients, stakeholders, and team members. I see myself as an integrated partner, acting as an advisor, confidant, and consultant to anyone looking to prudently manage their finances in such a way to achieve the results they'd like to see happen.

Listed skills include Insurance, Marketing, Credit Analysis, Retirement Planning, and 13 others.