Founder And Lead Advisor
CurrentManaging Member and Financial Planner for Simply Steward, LLC.
May 2023 - Present
AeroLeads people directory · profile
Steve Cruice, Cpa, Cfp® Email & Phone Number
I help guide people through the complexities of investments, planning and taxes on their retirement journey.
at
Simply Steward, LLC
2 work emails found
@simplysteward.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
I help guide people through the complexities of investments, planning and taxes on their retirement journey.
Location
Littleton, Colorado, United States
Company size
Who is Steve Cruice, Cpa, Cfp®? Overview
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Quick answer
Steve Cruice, Cpa, Cfp® is listed as I help guide people through the complexities of investments, planning and taxes on their retirement journey. at Simply Steward, LLC, a with 1 employees, based in Littleton, Colorado, United States. AeroLeads shows a work email signal at simplysteward.com and a matched LinkedIn profile for Steve Cruice, Cpa, Cfp®.
Steve Cruice, Cpa, Cfp® previously worked as Founder and Lead Advisor at Simply Steward, Llc and Lead Advisor and Co-Founder at Three Points Financial, Inc.. Steve Cruice, Cpa, Cfp® holds Financial Planning Capstone from College For Financial Planning.
Company email context
Email format at Simply Steward, LLC
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{first}@simplysteward.com
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AeroLeads found 2 current-domain work email signals for Steve Cruice, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Steve Cruice, Cpa, Cfp®
Steve Cruice, Cpa, Cfp® is a I help guide people through the complexities of investments, planning and taxes on their retirement journey. at Simply Steward, LLC. He possess expertise in financial reporting, internal controls, financial analysis, auditing, finance and 10 more skills. Colleagues describe him as "I interviewed steve on my podcast and he was a great guest with a unique approach to serving his clients, I enjoyed his insights" and "It's rare, but sometimes you find someone that manages to deliver on timelines and make processes better at the same time. Over the last two years I've found that Steve is the right fit for a dynamic organization like Athene; my reinsurance responsibilities would have failed without his expertise regarding STAT reporting. At the same time he has been an effective sounding board for process build-outs and all the transition we experienced with the purchase of Aviva USA. I'm looking forward to working more with him in the future."
Listed skills include Financial Reporting, Internal Controls, Financial Analysis, Auditing, and 11 others.
Current workplace
Steve Cruice, Cpa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Simply Steward, Llc
8 roles
Steve Cruice, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Lead Advisor And Co-Founder
Three Points Financial, Inc.
Oct 2021 - May 2023
Founder And Lead Advisor
Managing Member and Financial Planner for Simply Steward, LLC.
Apr 2017 - Oct 2021
Consultant, Strategic Transactions
Finance consultant on company acquisitions, reinsurance, and other special transactions.
Apr 2017 - Sep 2017
Senior Manager, Strategic Transactions
Jul 2015 - Apr 2017
Senior Accountant - Gaap Reporting
Jun 2014 - Jul 2015
Senior Accountant- Statutory Reporting
Manage the external statutory financial reporting department of the Company.Assist with finance integration of acquisitions.Perform accounting research.Financial analysis of quarterly results.Develop and implement financial reporting controls for the department.Assist with statutory and GAAP monthly and quarterly close process.
Feb 2012 - Jun 2014
Audit Senior
Planned and performed audits in the insurance, investment management, and manufacturing industries.Performed SOX controls testing.Developed and trained new staff.
Sep 2008 - Feb 2012
2 education records
Steve Cruice, Cpa, Cfp® education
Financial Planning Capstone
Bachelors Of Science, Accounting/Rhetoric And Public Address
FAQ
Frequently asked questions about Steve Cruice, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Steve Cruice, Cpa, Cfp® work for?
Steve Cruice, Cpa, Cfp® works for Simply Steward, LLC.
What is Steve Cruice, Cpa, Cfp®'s role at Simply Steward, LLC?
Steve Cruice, Cpa, Cfp® is listed as I help guide people through the complexities of investments, planning and taxes on their retirement journey. at Simply Steward, LLC.
What is Steve Cruice, Cpa, Cfp®'s email address?
AeroLeads has found 2 work email signals at @simplysteward.com for Steve Cruice, Cpa, Cfp® at Simply Steward, LLC.
Where is Steve Cruice, Cpa, Cfp® based?
Steve Cruice, Cpa, Cfp® is based in Littleton, Colorado, United States while working with Simply Steward, LLC.
What companies has Steve Cruice, Cpa, Cfp® worked for?
Steve Cruice, Cpa, Cfp® has worked for Simply Steward, Llc, Three Points Financial, Inc., Athene Usa, and Deloitte & Touche.
How can I contact Steve Cruice, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Steve Cruice, Cpa, Cfp® at Simply Steward, LLC, including work email, phone, and LinkedIn data when available.
What schools did Steve Cruice, Cpa, Cfp® attend?
Steve Cruice, Cpa, Cfp® holds Financial Planning Capstone from College For Financial Planning.
What skills is Steve Cruice, Cpa, Cfp® known for?
Steve Cruice, Cpa, Cfp® is listed with skills including Financial Reporting, Internal Controls, Financial Analysis, Auditing, Finance, Financial Statements, Sarbanes Oxley, and Sarbanes Oxley Act.
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