Steve Merdinger Chfc®, Cfp® Email & Phone Number

MY FINANCIAL SERVICES CAREER BEGAN IN 1985I have been a financial planner since the mid 80s, helping people consider priorities for themselves and their families, and then working closely with them to turn their hopes and dreams into reality. Before that, I worked in my family’s business, which gives me a unique understanding of the financial dynamics of family owned businesses, including the issues of succession planning.MY PRIVATE VISTAAs I look to my future, I hope to become more involved with mentoring students — perhaps becoming a trainer with the Positive Coaching Alliance organization. I would like to carve out more time for meditating and maintaining my fitness and flexibility through Bikram yoga. And, of course, spending more quality time with my wife and two children.

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  Partner

  Private Vista Llc

  Oct 1988 - Present - Greater Chicago Area

  Private Vista is the merger of two successful financial services firms with promising futures: Financial Strategy Network (FSN) in Chicago and WNA Wealth Advisors in Hinsdale, Illinois.As a next generation wealth management firm, Private Vista helps clients realize a clear view of how they want to invest their time, energy and money to achieve their definition of an enriched and fulfilling life. Private Vista helps clients achieve those life goals by aligning them with a wide range of financial planning, investment management and lifestyle tools. A Private Vista plan includes:• Holistic Financial Planning• Tax Planning• Cash Flow• Education Planning• Business Continuity• Estate Planning• Insurance Analysis and Planning• Survivor Analysis• Investment Portfolio Planning and Management• Fringe Benefit Analysis and Planning• Stock Option Planning• Qualified Plan Design and Implementation• Generational Wealth Planning• Retirement Income PlanningTo learn more go to myprivatevista.com

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  University Of Kansas

  Bachelor Of Business Administration (Bba)