Stephen Smalenberger
Co-Founder & Financial Advisor at Financial Design Studio, Inc.
- Role
- Co-founder & Financial Advisor at Financial Design Studio, Inc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Co-founder & Financial Advisor
Jan 2017 — Present · Deer Park, IL, US
I have a passion for helping others develop a path to financial success! Through different lenses on your financial picture, I want to help create solutions with you that are thoughtful of today and the future.I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I believe you can experience freedom from anxiety and even excitement when you know your finances are on track.Those who are a great fit for our services are families working hard to provide for and support each other so they can be financially successful. Individuals who want to ensure they are making the right decisions to secure a strong financial foundation to build upon for the rest of their life are also a great fit.
Education
QuickBooks ProAdvisor Certification
Accounting
2010 — 2011
DePaul University
Financial Planning Certificate Program
2011 — 2012
Northern Illinois University
Bachelor of Science, Accountancy
2002 — 2004
Skills
- Finance
- Personal Financial Planning
- Financial Planners
- Retirement
- Strategic Financial Planning
- Corporate Tax
- High Net Worth Individuals
- Retirement Planning
- Estate Planning
- Financial Planning
- Small Business
- Investments
- Investment Management
- Tax Returns
- Wealth Management
- Tax Preparation
- Personal Tax Planning
- Income Tax
- Financial Analysis
- Financial Advisory
- Accounting
- Partnership Taxation
- Investment Advisory
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