Helping Clients in Northern California
Stephen Seewer joins Alliant after more than a decade at CUSO Financial Services, LP, and SF Fire Credit Union, where he led a team of investment professionals. He has worked in financial institutions for his entire career and was first licensed in 1991.
During his time as a financial advisor, Stephen has helped his clients develop financial plans to navigate some of the more turbulent markets of the modern era. Stephen is known to quip that financial services is one of the few professions where a bit of grey hair is a big plus.
Stephen believes there is a better way to managing and preserving wealth that is just not available at most institutions. He brings an accessible manner and a vision of providing straight-forward advice that aligns with Alliant Retirement and Investment Services' core values of personalized attention, education, integrity, and service.
Stephen strives to help clients pursue financial freedom so they can focus on what matters most to them in life. Not everyone has the same retirement goal. Some members want to purchase a home while others want to achieve a work-optional lifestyle. Stephen brings attention to detail, good listening skills, and a problem-solving mindset to craft solutions that are well suited to each member’s unique objective.
Stephen is a long-time resident of San Francisco’s Pine Lake Park neighborhood where he lives with his Goldendoodles, Cooper & Comet, along with four chickens known collectively as “the girls". In his free time he enjoys yard work, spending time with family, friends and neighbors, and riding roller coasters.
Education
Golden Gate University, San Francisco, CA
Bachelor of Science, Finance, magna cum laude
Registrations and Licenses
FINRA registered (Series 7 and 66, held with LPL Financial)
Life and Disability Insurance, Variable Annuity Contract Licensed
CA Insurance License #0A82045