Skip to main content

Our financial advice team


Steven Kumagai

Steven Kumagai

CFP®, CRPC®

Private Wealth Advisor

Managing Partner of
TruCairn Advisors
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies

Interests

  • Enjoys rock & roll, skiing, golfing, traveling, volunteering and spending time with the grandkids.

Community participation

  • Chair of Scholarship Committee, Edina A Better Chance Foundation
  • Member, Donor Advisor Committee, Minneapolis Foundation
  • Advocate Volunteer, Dignity Center at Hennepin Avenue United Methodist Church
  • Volunteer for Financial Planning Day Minnesota

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Financial Times 400 Top Financial Advisers, 2019
  • Ameriprise Circle of Success, 2005-2010, 2012-2017
  • Ameriprise Diamond Ring Award Winner, 2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 License- General Securities Representative
  • Series 63- Uniform State Exam
  • Series 65- Investment Advisory Agent
  • Life, Health and Variable Annuities License
  • California Insurance #OH39057

Education

  • BSB Business Administration and MA-Industrial Relations, University of Minnesota
  • Chartered Retirement Planning Counselor ®, College of Financial Planning
  • Certified Financial Planner®, College of Financial Planning
Newsletter

to receive my newsletters and other financial and market information