Steve Hickman
Financial Advisor @Fisher Investments
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WORK HISTORY
Financial Advisor @Fisher Investments
High Net Worth Management: Work with numerous $10M+ families. Manage over 140 high net worth clients with greater than 800M in assets under my oversight Multi-Year Platinum Award Winner: Top 5% of my peers in asset retention, additions and referrals. Market Expertise: Maintain knowledge of capital markets, geopolitics and internal portfolio strategy Multi-Team Coordination: Continuously orchestrating estate planning, tax planning, trading and various other teams to achieve client objectives. Financial Planning: Certified Financial Planner since 2017 with dozens of Money Guide Pro financial plans created. Training: Trained multiple new hires
EDUCATION
Western Washington University
School of Business, Economics and Political Science
Western Washington University
Bachelor of Business Administration (B.B.A.), Economics and Political Science
ABOUT STEVE HICKMAN
I\'m an action oriented individual who cares deeply about the people I serve. My aim is to remove the burden of a complex financial system so that those I work for can focus on what brings them the most fulfillment. I am light hearted, love to laugh and seek understanding of different perspectives. Direct communication is important to me. When I\'m at my best, I am sentimental, genuine, thoughtful, caring and open. My curious nature has led me to constantly seek further education, reading books and listening to podcasts ranging from subjects like compassionate communication, philosophy, behavioral psychology, science/technology & capital markets.From my curiosity stems a love of travel, outdoor adventure, yoga, photography and many other personal interests. I feel most at peace when I am in nature, particularly when I\'m in the mountains.Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.
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