Steven Theimer Email
Private Wealth Advisor @ Up Financial
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Steven Theimer Location
- Penticton, BC, CA
Steven Theimer Work
- 2025 -now Private Wealth Advisor @
- 2019 -2024 Certified Financial Planner @
- 2017 -2019 Financial Service Representative II @
- 2016 -2017 Personal Banking Representative @
- 2008 -2012 Manager @
- 2009 -2011 Manager @
Steven Theimer Education
- FP Canada
CFP® - Certified Financial Planner
2024 - FP Canada
QAFP™ - Qualified Associate Financial Planner
2022 - Canadian Institute of Financial Planning
(RRC® - Registered Retirement Consultant)
2021 - Okanagan College
- Strathmore High School
Steven Theimer Summary
- Steven Theimer, based in Penticton, BC, CA, is currently a Private Wealth Advisor at Up Financial. Steven Theimer brings experience from previous roles at IG Wealth Management, CIBC and Quiznos. Steven Theimer holds a CFP® - Certified Financial Planner @ FP Canada. Steven Theimer has 1 emails on RocketReach.
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Steven Theimer
Private Wealth Advisor
Penticton, BC, CA
Top Up Financial Employees
Steven Theimer
Private Wealth Advisor
Penticton, BC, CA
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