Rick Steele Email & Phone Number
President, CFP, CPA, PFS
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Rick Steele Location
- Bellingham, WA, US
Rick Steele Work
- President, CFP, CPA, PFS @ Steele Financial Services, Inc. (June 1999 - Present)
- Financial Advisor @ (June 1999 - Present)
Rick Steele Education
- Indiana University Bloomington
BS in Business Administration (Concentration in Accounting, Accounting, Music)
1971-1977 - North Liberty High School
High School (Music and Math)
1967-1971
Rick Steele Skills
- Estate Planning
- Financial Services
- Investment Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Project Planning
- Microsoft Excel
- Sales
Rick Steele Summary
- Rick Steele, based in Bellingham, WA, US, is currently a President, CFP, CPA, PFS at Steele Financial Services, Inc.. Rick Steele brings experience from previous roles at CETERA INVESTMENT ADVISERS LLC. Rick Steele holds a 1971 - 1977 BS in Business Administration in Concentration in Accounting, Accounting, Music @ Indiana University Bloomington. With a robust skill set that includes Estate Planning, Financial Services, Investment Management, Retirement, Retirement Planning and more. Rick Steele has 1 emails and 1 mobile phone numbers on RocketReach.
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