Steven Theimer
Private Wealth Advisor @Up Financial
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WORK HISTORY
Private Wealth Advisor @Up Financial
Steven holds the prestigious CFP® (Certified Financial Planner) designation. Recognized as the gold standard in financial planning worldwide, CFP® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.
EDUCATION
Canadian Institute of Financial Planning
RRC® - Registered Retirement Consultant
FP Canada
CFP® - Certified Financial Planner
FP Canada
QAFP™ - Qualified Associate Financial Planner
ABOUT STEVEN THEIMER
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