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Steve Strickler

 

Member profile details

Membership level
3. Industry Representative
First name
Steve
Last name
Strickler
Phone
301-524-9186
Degree/Designation
CFP, CVA
Country
United States
Community Activities/Involvement
VetPartners member since 2012
Valuation Council (2013 - Present)
Board of Directors (2022 - Present)
Programming committee (2014 - 2016)
Professional Organizations
CFP, CVA
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Join a Committee/SIG!
  • Board of Directors
  • Valuation Council
Professional Title
Financial Planner
Mobile Phone
301-524-9186
 

Professional Information

Company
First Command Bank
City
Frederick
State/Province
Maryland
Region of Professional Reach
  • Nationwide US
 

Training and Expertise

Expertise
  • Financial Planning Services
  • Insurance Services
  • Practice Financing
  • Practice Purchase/Sale/Buy-In
Education (Degree(s)/School(s)/Year(s)
Bachelor of Science - Salisbury University (1997-2001)
College for Financial Planning (2006-2007)
NACVA Valuation (2012)
Professional Organization Affiliations
Certified Financial Planner Board of Standards (CFP)
National Association of Certified Valuation Analysts (NACVA)
Licensed for Life and Health Insurance
Current Professional Activity
Financial Planner
Tenure in Vet Industry
10+ Years
 

Speakers Bureau

Signature
Steve Strickler, CFP, CVA
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