Steve Holdsworth Email & Phone Number
Wealth Manager @ Savvy Wealth
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Steve Holdsworth Location
- Kirkland, WA, US
Steve Holdsworth Work
- 2026 -now Wealth Manager @
- 2024 -2026 Financial Planner @
- 2016 -2017 Vice President, Financial Planner @
- 2020 -2024 Financial Advisor @
- 2014 -2016 Wealth Management Advisor @
- 2000 -2013 Partner, Managing Director, Director of Financial Planning @
- 1998 -2000 Financial Representative @
- 2024 -2026 Financial Planner @
- 2021 -2024 Financial Advisor @
- 1993 -1998 Financial Sales Representative @
- 2020 -2021 Senior Financial Planner @
- 1992 -1993 Financial Planning Assistant @
- 2020 -2020 Experience Expert and Insights Specialist @
- 2018 -2019 Lead Advisor @
Steve Holdsworth Education
- The University of Dallas
Master of Business Administration (MBA) (Financial and Estate Planning)
1996-1999 - The University of Texas at Arlington
Bachelor of Business Administration (BBA) (Finance, General)
1989-1995
Steve Holdsworth Skills
- Business Development
- Management
- Customer Service
- Higher Education
- Leadership
- Estate Planning
- Financial Advisory
- Public Speaking
- Salesforce.com
- Creativity Skills
- Business Relationship Management
- Retirement Income Strategies
- Tax Planning
- Employee Learning and Development
- Comprehensive Planning
- Retirement Planning
- High Energy Level
- Employee Benefits Design
- Financial Planning
- Wealth Management Services
- Microsoft PowerPoint
- Customer Retention
- Thought Leadership
- Private Wealth Management
- Planned Giving
- Team Leadership
- Retirement Plan Consulting
- Customer Relationship Management
- Wealth Management
- Emotional Intelligence
- Microsoft Office
- Relationship Building
- Microsoft Word
- Risk Management
- Microsoft Excel
- Employee Relations
- Cross Functional Team Leadership
- Certified Financial Planner
- Personal Financial Planning
- Interpersonal Skills
- Executive Compensation Planning
- Customer Engagement
- Teamwork
- Compensation and Benefits
- Analytical Skills
- Client Presentation
- Benefits Administration
- Inheritance Tax Planning
- Organizational Leadership
- Strategic Forecasting
- Compensation
- Written Communication
- 401 Retirement Savings Plans
Steve Holdsworth Summary
- Steve Holdsworth, based in Kirkland, WA, US, is currently a Wealth Manager at Savvy Wealth. Steve Holdsworth brings experience from previous roles at Falcon Wealth Planning, Inc., FTB Advisors, First Pacific Financial and TIAA. Steve Holdsworth holds a 1996 - 1999 Master of Business Administration (MBA) in Financial and Estate Planning @ The University of Dallas. With a robust skill set that includes Business Development, Management, Customer Service, Higher Education, Leadership and more. Steve Holdsworth has 1 emails and 1 mobile phone numbers on RocketReach.
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