President, Financial Advisor to Senior-level Executives
Founder Charles "Chuck" Steege, CFP®, CEP, CKA® is a Financial Advisor to Senior-level Executives of public and private companies. He helps executives unlock the value from their varied and complex stock-based compensation plans and equity awards by combining his experience and training as a financial planner and equity plan professional. He chairs SFG's Investment Committee. A graduate of Gordon College, Chuck has been providing advice since 1985, and has been a licensee with the Certified Financial Planner Board of Standards since 1990. Chuck is a Paladin Registry Five Star Rated Advisor, is a licensed practitioner and a member of Kingdom Advisors, along with being a member of the National Association of Stock Plan Professionals.