Life Certain Wealth Strategies, LLC

Description

Born in Mexico City, he has extensive experience in International Markets especially in Latin America and South America. Investment consultants today must keep up with a complex and constantly changing financial marketplace. The knowledge required in today’s marketplace is far greater than at any time in the past. Sergio has the experience and perspective to understand his client’s financial needs and investment goals and is dedicated to helping his clients manage their finances.

For example, under “ Services We Provide ” you will see how comprehensive we are, providing a full range of services from traditional financial planning to very complex financial matters. You’ll meet our wealth management team in “About Us”, by clicking on “ Our Team ”.

Shelby Steenerson balances more than just the books at Steenerson & Co., Inc. She works together with individuals and small businesses to apply strategic planning to their unique tax situations. Her goal is to help clients understand the ever changing tax laws and how it may impact their decision making. She takes over 40 continuing education hours yearly with an emphasis on personal and business taxation. She is a licensed Certified Public Accountant and a member of the American Institute for Certified Public Accountants.

Our Videos are an excellent way to get acquainted with our financial and business planning process, click on “ Planning Process Videos .” In addition, you can find e-seminars, calculators and articles on many financial topics in the “ Learning Center ”. By clicking on “ News and Media ” you can review recent media coverage of our firm. If you are interested in our portfolio construction process or our philosophy of practice, look under “ Services We Provide ”.

Our team approach and the collective experience of our professional team, allows us to specialize in providing comprehensive, integrated, personalized solutions to the financial challenges faced by our clients. The personalized solutions we provide translate into measurable and meaningful results for the clients that we work with. We also add value to our services by keeping abreast of industry and legislative changes and through our commitment to continuing education. We are committed to establishing trust, respect, and a lasting partnership with each client.

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