Erin Steele
Private Wealth Planner
- Role
- Independent Financial Advisor at Osaic
- Location
- Missoula, MT, US
- LinkedIn followers
- 500 followers
About Erin Steele
Invite me to connect at e••••••@osaicwealth.com and give me a call at (406)…
Experience
Independent Financial Advisor
Sep 2023 — Present · Missoula, MT, US
As a passionate financial planner, I specialize in empowering women to take control of their financial futures. With a deep understanding of the unique challenges women face – from wage gaps to longer life expectancies – I’m dedicated to providing comprehensive, personalized financial strategies that help women build wealth, secure their financial independence, and plan for a successful future.Whether you\'re a professional, entrepreneur, or preparing for retirement, I work closely with my clients to develop actionable plans that address their specific needs. I take a holistic approach to financial planning, guiding you through budgeting, investments, tax strategies, insurance, and retirement planning, ensuring every decision aligns with your personal goals.My mission is to inspire confidence in women to make educated financial decisions, fostering financial literacy, and providing the tools needed for long-term success. Let’s work together to design a roadmap that turns your aspirations into reality.
Education
The University of Montana - College of Business
Bachelor of Science in Business Administration, Management, International Business
2000 — 2005
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