J.D., CFP®, AIF®
Senior Wealth Manager
Email: safrank@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Steven A. Take Financial AssessmentJ.D., CFP®, AIF®
Senior Wealth Manager
Email: safrank@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
A lawyer in his past life, Steven took the plunge into the financial world when he joined Plancorp in 2011. His past experience in private law practice, as well as a stint on Capitol Hill, instilled in him a desire to work proactively with clients and educate them through every step of the planning process.
As an attorney, Steven practiced in the areas of Business and Trust and Estate law. During his time on Capitol Hill, Steven worked in both the U.S. Senate and House of Representatives. Desiring a role that allowed him to work more personally and proactively with clients, Steven made the move to Plancorp.
Outside of Plancorp, Steven stays busy with his wife, Molly, and their two sons, Grady and Ernie. He also stays active playing in various soccer leagues and enjoys cooking, skiing, and traveling.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163