Steven Hauser
Senior Financial Advisor
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Golden, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven Hauser
As a Senior Financial Advisor I work with affluent and high net worth clients on…
Experience
Senior Financial Advisor
Apr 2024 — Present · Golden, CO, US
Education
Rasmussen University
Bachelor of Business Administration (BBA), Business Administration and Management, General
2008 — 2012
Eastview High School
High School, General
2001 — 2004
Skills
- Asset Protection
- Customer Service
- Buy-Sell Agreements
- Insurance
- Communication
- Banking Relationships
- Small Business
- Financial Planning
- Problem Solving
- Business Insurance Planning
- Legacy Planning
- Financial Services
- Charitable Giving
- Wealth Transfer Strategies
- Grandchild Gifting
- Business Networking
- Financial Advisory
- Building Relationships
- Gifting Strategies
- Business Exit Strategy
- Key Person Insurance
- Estate Pl
- Retirement Planning
- Supplements to Employee Benefits
- Investments
- Wealth Preservation Planning
- Business Succession Planning
- 401k Rollo
- Succession Planning
- 401k Rollovers
- Public Speaking
- Estate Planning
- Account Management
- Home Equity Lines of Credit
- Risk Management
- Retirement
- Strategic Financial Planning
- Annuity Sales
- Education Funding Strategies
- Networking
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