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Steve Kohler, CFP®, CPFA™

Senior Financial Advisor / Managing Director, LifePlan 20/20® /

 skohler@dbroot.com

As a Senior Financial Advisor, Steve assists individuals in achieving their financial and life goals. This often begins with DBR & CO’s financial planning process, LifePlan 20/20.  As the Managing Director of the process, Steve is committed to implementing proper fiduciary practices, policies and procedures. His expertise is broad, but he is particularly focused on retirement, education and charitable planning for clients. 

He has worked in the financial industry for over 22 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 DBR & CO since 2003.

 

Steve is a CERTIFIED FINANCIAL PLANNER™ professional and holds an accounting degree from Duquesne University.

Check on the background of this investment professional here: 

https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=188512