Steve Erfle, Cfp®, Cdfa™

Steve Erfle, Cfp®, Cdfa™ Email and Phone Number

Building Plans to Improve Lives | For Driven People Ready To Take Action | We Do More Than Manage Your Money @ Thrive Wealth Management, LLC
Steve Erfle, Cfp®, Cdfa™'s Location
Norristown, Pennsylvania, United States, United States
Steve Erfle, Cfp®, Cdfa™'s Contact Details

Steve Erfle, Cfp®, Cdfa™ work email

Steve Erfle, Cfp®, Cdfa™ personal email

n/a
About Steve Erfle, Cfp®, Cdfa™

As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, Steve counsels individuals and families in all facets of financial planning. This includes investment management, divorce planning, retirement planning, philanthropic planning, risk management, and estate planning. Steve is passionate about helping his clients go from confused and overwhelmed to confident and in control.Steve currently resides in Plymouth Meeting, PA with his wife and four children. In his spare time, he enjoys being with his family, coaching youth basketball, and playing basketball & golf.If you are getting divorced or looking for a professional to help you manage your finances, please contact Steve at steve@thrivewealth.com or 215-376-5530.

Steve Erfle, Cfp®, Cdfa™'s Current Company Details
Thrive Wealth Management, LLC

Thrive Wealth Management, Llc

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Building Plans to Improve Lives | For Driven People Ready To Take Action | We Do More Than Manage Your Money
Steve Erfle, Cfp®, Cdfa™ Work Experience Details
  • Thrive Wealth Management, Llc
    Managing Partner
    Thrive Wealth Management, Llc Oct 2013 - Present
    Audubon, Pennsylvania, Us
    Thrive Wealth Management, LLC. is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. During your life you will be faced with multiple financial decisions, a few of these will be so important, a missstep could be detrimental to your success. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions.Thrive is an independent registered investment adviser. Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties. For investment management services, we are only compensated by our clients.
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  • United Capital Financial Advisers, Llc
    Wealth Advisor
    United Capital Financial Advisers, Llc Sep 2011 - Oct 2013
    Irving, Texas, Us
    At United Capital, Steve managed money and built comprehensive financial plans for high net worth individuals.
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  • Legacy Advisors
    Client Advisor
    Legacy Advisors Mar 2008 - Sep 2011
    Plymouth Meeting, Pennsylvania, Us
    At Legacy, Steve helped ultra high net worth families protect and grow their wealth through sophisticated estate planning and investment strategies.
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  • Sei
    Account Executive
    Sei Jul 2004 - Mar 2008
    Oaks, Pa, Us
    At SEI, Steve helped financial advisers outsource their back office and access SEI's institutional money management platform. Steve also worked with institutions to manage their investment assets and liabilities.
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  • Ursinus College
    Assistant Basketball Coach
    Ursinus College Oct 2004 - Apr 2007
    Collegeville, Pa, Us
    At Ursinus, Steve recruited and developed basketball players. Steve also helped coach the team to Centennial Conference Championships in 2005 and 2006.
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Steve Erfle, Cfp®, Cdfa™ Skills

Estate Planning Investment Management Risk Management Insurance Asset Allocation Leadership Business Development Management Golf Basketball Real Financial Planning

Steve Erfle, Cfp®, Cdfa™ Education Details

  • Saint Joseph'S University
    Saint Joseph'S University
    Business
  • Ursinus College
    Ursinus College
    Economics
  • Lasalle College High School
    Lasalle College High School
  • St. Rose Of Lima
    St. Rose Of Lima

Frequently Asked Questions about Steve Erfle, Cfp®, Cdfa™

What company does Steve Erfle, Cfp®, Cdfa™ work for?

Steve Erfle, Cfp®, Cdfa™ works for Thrive Wealth Management, Llc

What is Steve Erfle, Cfp®, Cdfa™'s role at the current company?

Steve Erfle, Cfp®, Cdfa™'s current role is Building Plans to Improve Lives | For Driven People Ready To Take Action | We Do More Than Manage Your Money.

What is Steve Erfle, Cfp®, Cdfa™'s email address?

Steve Erfle, Cfp®, Cdfa™'s email address is st****@****dcp.com

What schools did Steve Erfle, Cfp®, Cdfa™ attend?

Steve Erfle, Cfp®, Cdfa™ attended Saint Joseph's University, Ursinus College, Lasalle College High School, St. Rose Of Lima.

What are some of Steve Erfle, Cfp®, Cdfa™'s interests?

Steve Erfle, Cfp®, Cdfa™ has interest in Family, Real Estate, Basketball, Financial Advising, Golf, Financial Planning.

What skills is Steve Erfle, Cfp®, Cdfa™ known for?

Steve Erfle, Cfp®, Cdfa™ has skills like Estate Planning, Investment Management, Risk Management, Insurance, Asset Allocation, Leadership, Business Development, Management, Golf, Basketball, Real Financial Planning.

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