Steven R. Teichler
Steve has over 15 years of experience in the financial services industry. During this time, he has continued to hone his skills and develop long-term relationships with his financial planning clients. He has focused his practice in working with individuals, families, and small businesses who are concerned about their current situation, their long-term security, and their future lifestyles.
Steve will strive each day to be your trusted advisor and financial steward, and the last one you will ever need. Utilizing a detailed discovery, implementation, and monitoring process, he works to develop a sound financial plan that reduces uncertainty and helps put you on a path to achieve your financial goals. Goal-based planning includes construction of properly allocated portfolios that reduce exposure to unnecessary risks and working with experienced strategists to ensure you have the highest potential for success.
Steve is originally from the Chicago area and graduated from Valparaiso University (IN) with a degree in Business Administration. He and his wife, Cynthia, have resided on the Sammamish Plateau for over 30 years. They have one daughter, Liza - and when not working Steve enjoys golf, travel, gardening, and reading.