Steve Alverson, MBA, CFP®, CEPA
Steve Alverson, a CERTIFIED FINANCIAL PLANNER® professional and CEPA with an MBA, uses his analytical skills and exit planning expertise to guide clients through complex financial decisions with care, while enjoying fitness, family, and faith outside work.
Steve Alverson is a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA) who brings a thoughtful, analytical approach to helping clients navigate complex financial decisions. With an MBA and a passion for strategic business planning, Steve plays a key role in driving the group's productivity and delivering high- quality service to clients.
Known for his resilience and dedication, Steve excels at solving complex financial challenges and guiding clients with the same care and respect he would offer his own family. His expertise in exit planning makes him a valuable resource for business owners working through the Value Acceleration Methodology.
Outside of the office, Steve is passionate about fitness and personal growth. He and his wife, Amber, are active members of Fellowship Bible Church and proud parents of three daughters, a son, and their beloved dog, Lady.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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In a short, no-obligation call, we’ll listen to your goals, understand where you are, and outline simple next steps—whether you’re planning an exit or building family wealth.
