Rick Steele Location
Bellingham, WA, US
Rick Steele Work
- 1999 - now President, CFP, CPA, PFS @ Steele Financial Services, Inc.
- 1999 - now Financial Advisor @ Avantax Investment Services℠
Rick Steele Education
Rick Steele Skills
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 Avantax Investment Services℠. Rick Steele holds a 1971 - 1977 Indiana University Bloomington. With a robust skill set that includes Estate Planning, Project Planning, Financial Services, Retirement, Microsoft Excel and more. Rick Steele has 1 emails and 1 mobile phone numbers on RocketReach.