Steve Kohler, CFP®, AIF®
Financial Advisor
skohler@dbroot.com
Steve is a CERTIFIED FINANCIAL PLANNER™ professional and possesses an Accredited Investment Fiduciary® designation, which furthers his commitment to implementing proper fiduciary practices, policies and procedures. Clients who have worked with Steve over the years are familiar with his intelligence, exceptional attention to detail, and ability to provide assistance in the areas of wealth management, retirement planning, tax and estate planning, and insurance evaluation. In 2009 and 2010, Steve was named a *5-Star "Best in Client Satisfaction" Wealth Manager by Pittsburgh Magazine (results compiled by Crescendo Business Service, a national independent research firm).
Steve holds an accounting degree from Duquesne University. He has worked in the financial industry for over 15 years, starting as a senior customer representative for Dreyfus Investment Services. In 1998, he joined Federated Investors as a mutual fund wholesaler in the bank broker/dealer sales division. In 2001, he pursued an opportunity with Confluence Technologies, a software company specializing in performance calculations for mutual fund companies. He has been with D.B. Root since 2003.
Steve is actively involved with community service initiatives through his church, Trinity Evangelical Lutheran of Wexford. Currently he is a member of the Community Ministries, active in various fundraising activities supporting Habitat for Humanity, and a former congregation council member. Steve also serves on the board of directors for The Mendelssohn Choir of Pittsburgh.
He and wife, Angela, are the proud parents of three children - Vivien, Luke and Martin. When not spending time with the kids, Steve enjoys playing golf.
*5-Star "Best in Client Satisfaction" Wealth Manager criteria included: knowledge/expertise, integrity, communications, quality of recommendations, value for fees charged, customer service, regulatory record and overall client satisfaction.
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