Charles F. Steege
CFP®, CEP, CKA®
Managing Partner / Financial Advisor / Member Owner
The measure of a person is not so much what they say, but seen by their actions.
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Chuck has been involved in the financial services industry since 1985. He founded SFG Wealth Planning, which joined with Savant in 2022. Chuck is an advisor to senior-level executives of public companies, helping them unlock the value from their varied and complex stock-based compensation plans and equity awards.
Chuck earned a bachelor of arts degree in psychology from Gordon College. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Equity Professional (CEP), and a Certified Kingdom Advisor® (CKA®).
Chuck enjoys traveling and entertaining guests with his wife, Sue, and spending as much time as he can with his children, grandchildren, and family. He is very active in his church and enjoys the game of golf for social reasons, as well as taking in the arts and periodically a Broadway production.
Articles &
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Education &
Designations
- Gordon College
Bachelor of Arts in Psychology - CERTIFIED FINANCIAL PLANNER® professional
- Certified Equity Professional (CEP)
- Certified Kingdom Advisor® (CKA®)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.