Financial Planner
Syversonstrege
About this role
The Lead Planner manages client relationships and provides financial advising and investment management services, including planning cash flow, taxes, retirement, estate, and insurance. The role involves developing financial plans, analyzing information, and driving business growth through client engagement and prospecting. It requires a dedicated professional with extensive experience in financial planning.
Skills
Qualifications
About Syversonstrege
onlyworkforyou.comSyverson Strege is a fee-only financial planning firm that provides fiduciary, objective advice to help clients pursue financial freedom. They deliver comprehensive, personalized financial planning and investment advisory services tailored to individuals and families, with a focus on long-term goals like retirement and wealth preservation. As fee-only advisors, they avoid commission-based products to minimize conflicts of interest and provide transparent, client-first guidance. Prospective clients can schedule a consultation to discuss their financial future with a Syverson Strege advisor.
About Syversonstrege
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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