Steven A. Sant, CFP®
Personal Wealth Manager
Acknowledged by Seattle Magazine as among the
"Best in Client Satisfaction" - 2007, 2008, 2009, 2010, and 2011
Steve has realized the value of planning and preparation many times in his life. In the Navy, his quick response as a search and rescue coordinator helped save the lives of two airmen off the California coast. At age 23, he became the youngest manager in a 3,000-manager firm, largely because he had the vision to plan.
As a financial advisor, Steve assists folks planning for life transitions and as they plan to exit careers for new opportunities. Using state-of-the-art retirement income strategies, his long-range planning helps them to maintain their wealth over the next 20 to 40 years.
Steve is also a CERTIFIED FINANCIAL PLANNERTM practitioner, a certification of professional achievement that carries particular weight with CPAs, estate planning attorneys, business advisors, and insurance agents. This is because Steve's broad base of knowledge often allows him to serve as a "team leader," coordinating the efforts of these financial professionals on behalf of his clients.
In fact, Steve has led teams of advisors to facilitate succession planning for family businesses, retirement planning for entrepreneurs and their employees, and estate planning to help make family assets tax-exempt. He has brought solutions to many different scenarios and remained professional and courteous in each one.
Personal
Steve and his wife, Kim, live near the historic Mukilteo Lighthouse located between Seattle and Everett. They are very happy to be a part of this community and feel it is a wonderful place to live, relax, and recreate. In his free time, Steve enjoys golf, reading, and the arts.
Steve has actively given to his community over many years by committing his time, expertise, and financial resources as a board member or committee chair for the following organizations:
Mukilteo YMCA
Snohomish County YMCA Endowment
Compass Health
Mukilteo School District
City of Brier Park Board
Mountlake Terrace Rotary Club
He has also given back to the profession that he loves by teaching the Fundamentals of Financial Planning course at Seattle University.
CFP®, CERTIFIED FINANCIAL PLANNER™ and  are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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