Steve Powers
Director, Wealth Advisor @ CLA | Certified Financial Planning (CFP), Chartered Financial Analyst (CFA)
- Role
- Director, Wealth Advisor at CLA (CliftonLarsonAllen)
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Steve Powers
At CLA, our team specializes in delivering client-focused financial strategies, backed by…
Experience
Director, Wealth Advisor
Jan 2020 — Present · Charlotte, NC, US
By leveraging the CLA family, I\'ve grown AUM and Revenue 500%+ in last four years, focusing on financial planning to integrate solutions and ideas to provide clients peace of mind in their journey, from selling a business to developing the future they seek for their families and charities.
Skills
- Retirement Planning
- Business Strategy
- Business Development
- Crm
- Wealth Management
- Investments
- Fixed Income
- Portfolio Management
- Competitive Analysis
- Securities
- Estate Planning
- Relationship Management
- Alternative Investments
- Separately Managed Accounts
- Investment Management
- Investment Advisory
- Etfs
- Mutual Funds
- New Business Development
- Equities
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