David Strege
Fee-Only Personal Financial Planner
- Role
- Fee-only Financial Planner at Syverson Strege
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
About David Strege
David Strege is a Senior Fee-Only Financial Planner at Syverson Strege in West Des Moines, Iowa and since 1982 has been a CFP® practitioner providing integrated financial advice to individuals. He become a CFA in 1987. In 2017 he earned the Certified Kingdom Adviser designation. Mr. Strege’s firm, Syverson Strege provides integrated financial planning to individuals and families. They provide personal financial guidance to business owners and executives in transition that have a philanthropic interest and want to be wise stewards of their wealth. They have won the national financial planning case writing competition two years in a row. As an owner and Fee-Only Financial Planner David\'s specialties include investment management and stock based compensation strategies. His article “Employee Strategies for Stock Based Compensation” was published in the American Management Association’s Journal of Total Compensation Strategies. Strege earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 2018 he was the Chair of the National Endowment for Financial Education (NEFE) national board. Serving on the inaugural board of the Financial Planning Association in he is a past member of the national board of the International Association for Financial Planning (IAFP) and served as president of the IAFP’s Iowa Chapter. He teaches personal finance to at risk teens at Wildwood Hills Ranch. He has received awards for community service as well as being named one of the nation’s top financial planners by Worth and Money magazines. Specialties: Integrated personal planning planning with specialties in stock based compensation, small business transitions and philanthropic planning.
Experience
Fee-only Financial Planner
Oct 1997 — Present
Education
Drake University
BSBA, Finance, focus on Personal Financial Planning
1977 — 1981
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