Talent Retention Expert
Steve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide.
Strategic tax planning, wealth management, business and estate planning are all areas that Steve specializes in and has worked in extensively. He earned his Political Science degree from the University of California-San Diego and additionally earned his Accredited Investment Fiduciary (AIF) designation from the Center of Fiduciary Studies at the University of Pittsburgh. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors.
At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. During his junior year of college, he met his wife Hilde on an exchange program to Bergen, Norway. They were married in 1989 and live in Las Vegas, Nevada with their three children. Steve enjoys golf and racquetball.
Reach out to Steve Beatty, CEPA
- President of Financial Solutions for Business
- Email: firstname.lastname@example.org
- Website: www.FinancialSolutions4Business.com
- Phone: (702) 804-6474
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