Andrew Steger, CFP® Profile Photo

Andrew Steger, CFP®

Andrew Steger, CFP®, provides financial planning and consulting services, assisting families, executives, and business owners with planning and executing successful futures.

About Andrew Steger, CFP®

Current Role

Certified financial planner

Expertise

  • Holistic Financial Planning
  • Nonprofit Endowments
  • Tax Planning
  • Investment Management
  • Retirement Planning
  • Trust Administration
  • Estate Planning
  • Budgeting
  • Cash Flow Analysis
  • Business Succession

Achievements

  • Rising Star Under 40 In 2022

Certifications & Degrees

  • Certified Financial Planner™
  • 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, Andrew ran a business that provided holistic financial literacy 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.

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