Steve Pease
Certified Financial Planner professional at Dynamic Wealth Advisors dba Oxford Financial Planners
- Role
- Owner Certified Financial Planner Professional at Oxford Financial Planners Investment Advisor Representatives
- Location
- Durango, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steve Pease
I am a Certified Financial Planner professional with Oxford Financial Planners. My goal…
Experience
Owner Certified Financial Planner Professional
Oxford Financial Planners Investment Advisor Representatives
Jan 2005 — Present
Education
Colorado School of Mines
BSc, Geophysics
1975 — 1980
Skills
- Investments
- Investment Strategies
- Alternative Investments
- Private Equity
- Natural Gas
- Portfolio Management
- Start-Ups
- Loans
- Real Estate
- Strategic Planning
- Upstream
- Due Diligence
- Retirement
- Hedge Funds
- Strategic Financial Planning
- Asset Management
- Small Business
- Financial Advisory
- Financial Analysis
- Equities
- 401k
- Fixed Annuities
- Sales
- Financial Planners
- Wealth Management
- Energy Industry
- Executive Management
- Business Planning
- Geophysics
- Management
- Asset Allocation
- Mutual Funds
- Risk Management
- New Business Development
- Asset Managment
- Mergers & Acquisitions
- Entrepreneurship
- Reserves
- Life Insurance
- Series 7
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