Meet Steve Lindquist,
Wealth Advisor,
Accredited Investment Fiduciary (AIF)
I leverage over thirty-plus years of experience as a Financial Representative to help my clients achieve their financial goals. Though my corporate career was spent in major financial centers including Los Angeles, San Francisco, and New York, I feel privileged to serve where I spent my childhood.
I received a Bachelor's Degree in Finance from Pennsylvania State University and began my financial career with the Pacific Stock Exchange. Since then, I have worked with Fortune 500 companies like Citigroup and Smith Barney and earned the designation of Accredited Investment Fiduciary(AIF).
In addition to advising the hard-working members of this fast-growing inclusive community, I enjoy patronizing our local businesses, and participating in the many events this beautiful area offers. I am proud to support non-profit organizations including The Northern Nevada Food Bank, The Boys & Girls Club, Veterans, SPCA, and others.
Build Your Confidence With Advice You Can Rely On
We want you to feel confident that you know where your money is and how it's working toward your goals. We offer clear explanations of the strategies we recommend, making financial concepts understandable so you can pursue the financial future you envision, guided by our personal approach and face-to-face attention.
We Design a Personal Strategy to Keep You on Track to PursueYour Financial Goals
As an independent fiduciary advisor, we offer personalized, world-class solutions to pursue your financial goals and then fine-tune these strategies in response to changes in your objectives and circumstances.
