610 W Main Street
2100 Palomar Airport Rd.
Steve Neustaedter, is a CERTIFIED FINANCIAL PLANNER ™ Professional (CFP®) and Retirement Income Certified Professional with over 20 years of experience, brings a wealth of knowledge and expertise to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long term financial goals through comprehensive, individualized, financial planning.
As an experienced financial advisor, Steve knows and understands that everyone’s economic and life situation is unique. He is committed to listening to you and learning about your personal financial goals, and knows how important this information is to providing you with a successful personalized financial security plan. With routine performance reviews and an emphasis on building strong interpersonal relationships with his clients, Steve is able to match the right products and services in order to effectively meet his client’s goals and objectives.
Steve earned a Bachelor of Science degree in Business Management from Kansas State University’s School of Business. He has lectured at various businesses, institutions and churches across the United States.
Having proudly served in The United States Coast Guard, Steve remains a boating enthusiast. He holds his series 6, 63, 65, and 7 securities licenses, is a registered Investment Advisor with Creative Financial Designs, a member of the National Association of Insurance and Financial advisors (NAIFA).