AeroLeads people directory · profile
Steve Balch, Cfp® Email & Phone Number
Director of Financial Planning and Wealth Management
at
CERTA FINANCIAL PLANNING
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Financial Planning and Wealth Management
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Steve Balch, Cfp®? Overview
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Quick answer
Steve Balch, Cfp® is listed as Director of Financial Planning and Wealth Management at CERTA FINANCIAL PLANNING, a company with 5 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Steve Balch, Cfp®.
Steve Balch, Cfp® previously worked as Director of Financial Planning & Wealth Management at Certa Financial Planning and VP - Financial Consultant at Charles Schwab. Steve Balch, Cfp® holds Bachelors Of Business Administration, Marketing And Finance from University Of Miami Herbert Business School.
Company email context
Email format at CERTA FINANCIAL PLANNING
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*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steve Balch, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Steve Balch, Cfp®
I am the Director of Financial Planning and Wealth Management at Certa Financial Planning. With over 15 years of experience, I have helped individuals build and retain wealth through investment management and financial planning. I focus on retirement success, tax-efficient strategies, and estate planning.
Listed skills include Marketing, Finance, Portfolio Management, Management, and 7 others.
Current workplace
Steve Balch, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Certa Financial Planning
10 roles · 17 years
Steve Balch, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Financial Planning & Wealth Management
CurrentInvestment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Certa Financial Planning are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.
Jan 2023 - Present
Vp - Financial Consultant
Sep 2011 - Jul 2022
Director Of Operations And Marketing
- Prospect and qualify leads to schedule appointments for Financial Advisor
- Design invitations and presentations, manage attendees, produce e-mail campaigns, and coordinate seminar events
- Manage backroom operations, process paperwork, track commissions, and handle all client service issues
- Supervise daily office activities including human resources, trade accounts, and maintain firm’s Microsoft Dynamics CRM
- Perform cash flow analysis on the business’ budget and current potential cost saving solutions
- Propose and design marketing materials for current and potential clients
Sep 2009 - Sep 2011
Teacher Assistant
- Managed and oversaw nine freshman to develop a marketing plan for the March of Dimes
- Advised and assisted nine freshmen with class selections and scheduling for two semesters
- Maintained structured schedule
Aug 2008 - May 2009
Vice President Of Peer Counselor
- Supervised and organized the Peer Counselor Program
- Advised and worked with the President to jump start new MGT 100 class
Aug 2008 - May 2009
Sales Associate
Fgi Risk Services
2009 - 2009
Caddy
The Tuxedo Club
- Worked Summers of 2001 - 2009
- Instructed golfers on club selections
- Advised golfers on shots and analyzed greens in various tournaments
May 2001 - Aug 2008
Team Leader
University Of Miami Business School
- Managed seven peer counselors
- Worked with team to create new ideas for peer counselor program
- Maintained structured and timely schedule
Aug 2007 - May 2008
Cutco Sales Rep
- Maintained an organized and prompt schedule
- Instructed and advised customers on merchandise necessary to their business
- Analyzed customer reactions and body language to assess sales potentialo Key Staff Member o $10,000+ career sales
Dec 2006 - Jan 2007
1 education record
Steve Balch, Cfp® education
-
University Of Miami Herbert Business School
FAQ
Frequently asked questions about Steve Balch, Cfp®
Quick answers generated from the profile data available on this page.
What company does Steve Balch, Cfp® work for?
Steve Balch, Cfp® works for CERTA FINANCIAL PLANNING.
What is Steve Balch, Cfp®'s role at CERTA FINANCIAL PLANNING?
Steve Balch, Cfp® is listed as Director of Financial Planning and Wealth Management at CERTA FINANCIAL PLANNING.
What is Steve Balch, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Steve Balch, Cfp® at CERTA FINANCIAL PLANNING.
Where is Steve Balch, Cfp® based?
Steve Balch, Cfp® is based in New York City Metropolitan Area, United States, United States while working with CERTA FINANCIAL PLANNING.
What companies has Steve Balch, Cfp® worked for?
Steve Balch, Cfp® has worked for Certa Financial Planning, Charles Schwab, Financial Chef Llc, University Of Miami Business School, and Fgi Risk Services.
Who are Steve Balch, Cfp®'s colleagues at CERTA FINANCIAL PLANNING?
Steve Balch, Cfp®'s colleagues at CERTA FINANCIAL PLANNING include German M. Ramirez, Cfp®.
How can I contact Steve Balch, Cfp®?
You can use AeroLeads to view verified contact signals for Steve Balch, Cfp® at CERTA FINANCIAL PLANNING, including work email, phone, and LinkedIn data when available.
What schools did Steve Balch, Cfp® attend?
Steve Balch, Cfp® holds Bachelors Of Business Administration, Marketing And Finance from University Of Miami Herbert Business School.
What skills is Steve Balch, Cfp® known for?
Steve Balch, Cfp® is listed with skills including Marketing, Finance, Portfolio Management, Management, Leadership, Financial Analysis, Sales, and 401K Rollovers.
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