Steve Hartel, Financial Advisor, Mba, Aif®

Steve Hartel, Financial Advisor, Mba, Aif® Email and Phone Number

Instructor and Range Safety Officer @ The Gallery Sportsman's Club & Range
Denver, CO, US
Steve Hartel, Financial Advisor, Mba, Aif®'s Location
Denver Metropolitan Area, United States
Steve Hartel, Financial Advisor, Mba, Aif®'s Contact Details

Steve Hartel, Financial Advisor, Mba, Aif® work email

Steve Hartel, Financial Advisor, Mba, Aif® personal email

n/a
About Steve Hartel, Financial Advisor, Mba, Aif®

Imagine that your financial plan makes sense to you, and you can articulate it to your friends and family. You are confident that your dollars are working hard for you, helping you achieve your most important goals. You feel smart for having surrounded yourself with experts that prepared you for things you never thought of. You have peace of mind, and you have more free time to do the things you enjoy. You are a Maia Wealth client.This is one of the things that sets my team and me apart from other advisors; our commitment to thinking holistically and creatively so that we can help our clients work towards their unique financial goals. I am attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. I am dedicated to helping clients pursue financial independence through practical, values-driven financial plans. I am a Wealth Advisor in Maia Wealth's Denver office. I believe in treating my clients with respect, honesty, integrity, and service excellence. Specialties: I thrive in my role as a financial mentor. I have proven to be a compassionate guide to divorced and/or widowed women who are facing new financial challenges. I help successful late-career professionals prepare for retirement while there is still time to make course corrections, if needed. I work with mid-career families juggling the competing financial demands of housing, raising children, saving for college, saving adequately for retirement, and funding pre-retirement goals. I enjoy educating small business owners and guiding individuals and families through all stages of their financial lives.

Steve Hartel, Financial Advisor, Mba, Aif®'s Current Company Details
The Gallery Sportsman's Club & Range

The Gallery Sportsman'S Club & Range

View
Instructor and Range Safety Officer
Denver, CO, US
Employees:
8
Steve Hartel, Financial Advisor, Mba, Aif® Work Experience Details
  • The Gallery Sportsman'S Club & Range
    Instructor And Range Safety Officer
    The Gallery Sportsman'S Club & Range
    Denver, Co, Us
  • Maia Wealth
    Wealth Advisor
    Maia Wealth Sep 2023 - Present
    Denver, Colorado, United States
    Are your finances stressing you out? Does it take too much of your time to stay on top of your investments, insurance, cash flow, retirement planning, and life planning? Do you really have the expertise and training to do all of that? Isn't it time you let a financial professional take a look at your situation and offer recommendations for improvement? Want peace of mind? Let's talk!Some so-called "financial advisors" just look at your investments, but that's only one piece of a good financial plan. I use a more holistic approach to help you pursue true financial independence. I define that as being the point where work becomes optional and retirement is affordable. Maia Wealth does not have any of its own products, so I can be 100% objective in my advice. I am not product-focused, but if a particular product will fill a need or solve a problem for you, I can help you find the right fit in an independent way.
  • The Gallery Sportsman'S Club & Range
    Instructor & Range Safety Officer
    The Gallery Sportsman'S Club & Range Sep 2023 - Present
    Lakewood, Colorado, United States
    Teaching people of all abilities and experience levels how to safely enjoy firearms and improve their skills. Classes and private lessons. Evenings and weekends. Come check out Denver's hottest new range! Restaurant and bar to enjoy afterwards.
  • Trilogy Financial
    Financial Advisor
    Trilogy Financial Oct 2009 - Sep 2023
    101 University Blvd, Suite 450, Denver, Co 80206
  • Bristlecone Shooting, Training, & Retail Center
    Instructor And Range Safety Officer
    Bristlecone Shooting, Training, & Retail Center Dec 2017 - Jul 2023
    Lakewood, Colorado
  • Fidelity Family Office Services
    Director I: Relationship And Implementation Project Mgr
    Fidelity Family Office Services Mar 2005 - Nov 2008
    Boston, Ma
    FFOS provides tools and services for use by family offices for managing the finances of their ultra-high net worth clients.

Steve Hartel, Financial Advisor, Mba, Aif® Skills

Fiduciary Financial Planning Totally Independent And Unbiased Advice Retirement Insurance Estate Planning Asset Managment Asset Protection Financial Advisory Investments Small Business Asset Management Finance Mutual Funds Portfolio Management Financial Services Business Planning Strategy Retirement Planning Wealth Management Series 63 Entrepreneurship Securities 401k Crm Wealth Alternative Investments Investment Management Fixed Annuities Asset Allocation Management Leadership But I Am Not Legally Allowed To Show Your Endorsements Team Organization Fee Based Business Services Retirement Income Strategies Personal Pensions Financial Education Family Office Tax Mitigation Specialist Empathy Humor Life Insurance That You Don't Have To Die To Use Income Tax Strategies Financial Advice Series 7 Series 66 Listening Strategic Financial Planning Fee For Service Uniform Combined State Law Financial Planners

Steve Hartel, Financial Advisor, Mba, Aif® Education Details

Frequently Asked Questions about Steve Hartel, Financial Advisor, Mba, Aif®

What company does Steve Hartel, Financial Advisor, Mba, Aif® work for?

Steve Hartel, Financial Advisor, Mba, Aif® works for The Gallery Sportsman's Club & Range

What is Steve Hartel, Financial Advisor, Mba, Aif®'s role at the current company?

Steve Hartel, Financial Advisor, Mba, Aif®'s current role is Instructor and Range Safety Officer.

What is Steve Hartel, Financial Advisor, Mba, Aif®'s email address?

Steve Hartel, Financial Advisor, Mba, Aif®'s email address is st****@****yfs.com

What schools did Steve Hartel, Financial Advisor, Mba, Aif® attend?

Steve Hartel, Financial Advisor, Mba, Aif® attended University Of Denver, Merrimack College, University Of Southern California.

What are some of Steve Hartel, Financial Advisor, Mba, Aif®'s interests?

Steve Hartel, Financial Advisor, Mba, Aif® has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Animal Welfare.

What skills is Steve Hartel, Financial Advisor, Mba, Aif® known for?

Steve Hartel, Financial Advisor, Mba, Aif® has skills like Fiduciary, Financial Planning, Totally Independent And Unbiased Advice, Retirement, Insurance, Estate Planning, Asset Managment, Asset Protection, Financial Advisory, Investments, Small Business, Asset Management.

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