Advisor profile


My approach

Steve Dziuk - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Steve Dziuk - My approach photo

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Finance Services and Risk Management, St. Mary's University, San Antonio, Tx

Interests

  • I enjoy golf and saltwater fishing
  • Working on the ranch
  • Spending time with my family

Community participation

I believe in giving back to the communities that have given so much to me. I am also a volunteer at the St. Mary's University Fiesta Oyster Bake which raises funds for scholarships.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2016-2018
  • Five Star Wealth Manager, 2012, 2014, 2016
  • Ameriprise Circle of Success, 2011-2019
  • Financial Times 400 Top Financial Advisers, 2018
  • Forbes Best-in-State Wealth Advisors, 2019-2020

Professional associations

  • Financial Planning Association