Steve Shelgren, CFP®

Steve has been helping people plan for sound financial futures for more than 30 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™ professional as well as an Investment Adviser Representative of Lincoln Investment Planning, LLC. In addition, he is a Registered Principal (FINRA Series 24, 51), General Securities Representative (FINRA 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 experience 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 Bachelor's Degree in Secondary Education with specialization in mathematics and social sciences.

Steve and his wife Nancy currently reside in Renton, Washington.