Steve Chanez

CFP®

Certified Financial Planner

As a CFP® professional Steve works with clients and their family in finding the best path to reach your financial goals.  He accomplishes this by understanding your situation and goals to build a customized plan to meet your family’s specific needs.

Prior to joining the Chamberlin Group Steve had a 14 year career with Charles Schwab most recently working as a Financial Consultant helping clients shape their financial future.  During that time, he became a CERTIFIED FINANCIAL PLANNER™ professional.  As a CFP® professional, Steve adheres to the fiduciary standard meaning that he will always put his clients’ best interests first.

Steve has a vast background before working in the financial industry.  He worked for five years with the River City Rascals minor league baseball team, he has his culinary arts degree and worked in restaurant business for several years.  Steve is a graduate of the University of Iowa earning his Bachelor of Business Administration as well as his Culinary Arts degree from Kendall College in Chicago.

Steve is married to his wife Kim and has two sons.  When not spending time with his family and keeping up with his son’s activities, he is an avid sports fan, especially rooting on his Hawkeyes.

Upcoming Classes

How to Rollover Your $401K or Lump-Sum Pension Tax Free
Don Chamberlin and Steve Chanez Date: 10/21/2020 Time: 6:30 pm
2020 Election: What it Means for Your Retirement
Don Chamberlin and Steve Chanez Date: 10/07/2020 Time: 6:30 pm
How to Rollover Your $401K or Lump-Sum Pension Tax Free
Don Chamberlin and Steve Chanez Date: 09/24/2020 Time: 6:30 pm
2020 Election: What it Means for Your Retirement
Don Chamberlin and Steve Chanez Date: 09/15/2020 Time: 6:30 pm
2020 Election: What it Means for Your Retirement
Don Chamberlin and Steve Chanez Date: 09/08/2020 Time: 6:30 pm

Continue meeting the rest of the team