Steven T. Schlegel,  CFP<sup>&reg;</sup> - Financial Advisor

Steven T. Schlegel, CFP®

CPA,

SchlegelDunn LLC

7160 Dallas Pkwy, Ste 230
Plano, TX 75024
(972) 754-2693

General

Steven Schlegel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SchlegelDunn LLC in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources