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Charles Steege, CFP®, CEP
SFG Wealth Planning Services, Inc.
Charles Steege, CFP®, CEP
Location:Doylestown, PA, 18901
Experience:30+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Credentials/Education: CFP: Certified Financial Planner
Other Certifications:CEP-Certified Equity Professional
Fee structure(s):Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Founded over 28 years ago, we are a fee-only financial planning team dedicated to senior executives only. Our clients are decision-makers whose time is their most valuable asset. They're looking to delegate aspects of their financial and tax planning activities to accelerate and protect their wealth while managing their careers. All of our clients have complex stock-based compensation issues that require a high degree of specialized expertise. That’s why we specialize in FORTUNE 500 Executives.
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