Steve Wisdom Email & Phone Number
CERTIFIED FINANCIAL PLANNER™
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Steve Wisdom Location
- Dallas, TX, US
Steve Wisdom Work
- 1987 -now CERTIFIED FINANCIAL PLANNER™ @ SWisdomfinancial
Steve Wisdom Education
- Portland State University - School of Business
Bachelor of Science (B.S.) (Business Administration and Management, General)
1978-1980
Steve Wisdom Skills
- Microsoft Office
- Financial Advisory
- Team Building
- Investments
- Marketing
- Public Speaking
- Retirement
- Customer Service
- Long Term Care
- Strategic Planning
- Securities
- Personal Financial Planning
- Life Insurance
Steve Wisdom Summary
- Steve Wisdom, based in Dallas, TX, US, is currently a CERTIFIED FINANCIAL PLANNER™ at SWisdomfinancial. Steve Wisdom holds a 1978 - 1980 Bachelor of Science (B.S.) in Business Administration and Management, General @ Portland State University - School of Business. With a robust skill set that includes Microsoft Office, Financial Advisory, Team Building, Investments, Marketing and more. Steve Wisdom has 1 mobile phone numbers on RocketReach.
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