Steve Shelgren, CFP®
President of Shelgren Financial Group
Investment Advisor Representative of Lincoln Investment Planning, Inc.
3900 E Valley Rd. Suite #202
Renton, WA 98055
(425) 251-5910
(800) 367-4388
Steve's Bio
Steve has been helping people plan for sound financial futures for more than 25 years. His professional objective is to assist his clients in identifying and attaining their financial goals through conscientious planning and diversified investing.
He is a Certified Financial Planner™ as well as a Investment Advisor Representative of Lincoln Investment Planning, Inc. In addition, he is a Registered Principal of Securities Dealers (Series 24, 51), General Securities Representative (Series 7 & 63) and holds both life and disability insurance licenses. He also has served on the President's Councils of five A+ Rated Insurance Companies.
Over the years, Steve has gained widespread recognition for his extensive knowledge and expertise in the field of retirement plans (403(b)) and investments, and has been frequently invited to speak on these subjects at conferences and seminars.
He is a graduate of Western Oregon University, where he earned his Bachelors Degree in Secondary Education with specialization in mathematics and social sciences.
Steve and his wife Nancy, and their two children, Tyler and Kelly, currently reside in Renton, Washington.
