Steven Elder, CFP^®

For 30 years, I helped thousands of financial advisors throughout the Pacific Northwest enhance their portfolios and create meaningful and lasting retirement incomes for their clients. Since co-founding Fox and Bull Wealth Strategies in 2021, I've used my experience and knowledge to help investors directly. I hold the following designations: CFP®(Certified Financial Planner) CIMA® (Certified Investment Management Analyst) CPWA® (Certified Private Wealth Advisor) CRC® (Certified Retirement Consultant) All four designations demonstrate my knowledge and understanding of retirement planning accumulation and distribution concepts, estate and tax planning, insurance needs, employee benefits, and investment management. All of which help me provide counseling to help my clients achieve their financial goals. I live in Centralia, Washington with my beautiful wife, one very fluffy dog, and two weird cats. I enjoy the wonders of the Pacific Northwest, playing golf poorly, hiking, biking, jogging occasionally, and spending time with my ever growing family.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances