With work experience over 25 years, Steve is nowadays working at Legacy Wealth Management, Inc as a Director of Financial Planning. Steve received his education from 1996 to 1999 at the University of Dallas. This professional is a qualified expert, that is proven by qualifications : Certified Financial Plannertm (Cfp®) 2000, Chartered Life Underwriter (Clu®), and Cfp Board. Steve can be found in Seattle, Washington. To contact directly with Cfp, you can look for their phone or email or receive full information by requesting access to the professional's additional details on this webpage.
Name variants:
Stephen Holdsworth
Last updated Jun 19, 2024
Contact Information
Workplace
Colleagues
Work History
Education
1996 — 1999
1989 — 1995
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
FAQs about Cfp Steve Holdsworth
What is the main profession of Cfp Steve Holdsworth?
This professional's job is Financial Services
What are the main profession of This professional?
These person's professions are Executive and Director
Where does Cfp Steve Holdsworth currently live?
Seattle, Washington is the place where Cfp Steve Holdsworth lives
Where did Cfp Steve Holdsworth work?
Cfp Steve Holdsworth worked at Legacy Wealth Management, Inc..
Where has Cfp Steve Holdsworth studied?
Steve studied at the University of Dallas from 1996 to 1999.
What are the certifications of Cfp Steve Holdsworth?
This professional received the following certifications: Certified Financial Plannertm (Cfp®) 2000, Chartered Life Underwriter (Clu®), Cfp Board, and The American College.