About Andrew Steger, CFP®
Current Role
Owner, Generational Wealth Planning LLC
Achievements
Rising Star Under 40 in 2022
Expertise
Holistic financial planning, nonprofit endowments, tax planning, investment management, retirement planning, trust administration, estate planning, budgeting, cash flow analysis, business succession
Education
Bachelor's degree in business management and master's degree in corporate financial management from Upper Iowa University
Personal Finance Experience
After obtaining an undergraduate degree in 2009, economic conditions motivated Andrew to separate himself from other applicants in the job market by pursuing a graduate degree in corporate financial management. After completing those degree requirements in 2011, he sent out 186 resumes and only received two phone interviews. The second landed him his first job in the finance arena providing financial management services to high-net-worth individuals, families, businesses, and nonprofits.
After obtaining his certified financial planner (CFPⓇ) designation in 2016, Andrew began providing holistic financial planning services for individuals, couples, businesses, executives, professionals, and those nearing retirement. After 10 years of providing services such as trust administration, estate planning, investment management, and financial planning, he opted for a career change into philanthropy and started Generational Wealth Planning LLC, where he provides holistic financial planning and consulting services for individuals, families, business owners, executives, and professionals.
In his free time, Andrew volunteers as a Viterbo Business School mentor and the president of Downtown Mainstreet, Inc. in La Crosse, WI. When he's not working or volunteer, he's running trail ultramarathons, road and mountain biking, and snowshoeing.