Steven Sterner

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Steven Sterner is a financial consultant based in Leawood, Kansas, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Steven employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His focus is on growing and protecting the assets of high net worth clients, including individuals, families, corporate executives, and businesses.

Reviews

Location

Business Information