About Me

About Me

Steven Wisdom

Founder

With more than 37 years as a registered representative and life agent and 32 years as a CERTIFIED FINANCIAL PLANNER™ practitioner in good standing, I am able to offer a wide variety of knowledge of not only specific products and services, but also the ability to recognize which are appropriate to apply to my client's financial situation in the constantly changing world we live in.

As a graduate of Portland State University with a BS in business administration, my college education was just the beginning of my knowledge of the ever-changing world of financial planning.

I am proud to say that I have been associated with Commonwealth Financial Network® since 1989. It has provided me with the tools to serve my clients with the support and stability of the first-class financial services firm that it is.