Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Charles Steege (CRD# 1364360) is an Investment Advisor Representative working at Sfg Investment Advisors, Inc. in Doylestown, PA and has over 32 years of experience in the finance industry. Charles Steege has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Devon began his career as a financial advisor for UBS PaineWebber in 2001 and joined Merrill Lynch in 2014. He holds Series 7 and 66 FINRA registrations. His process is focused on providing goals-based wealth management to clients. He helps clients review and consider financial goals, develop appropriate asset allocation strategies, and identify and implement wealth management recommendations best suited to their needs. Devon’s goal is to be an essential resource to his clients.
Devon is a graduate of Miami University in Oxford, Ohio. He and his wife, Deena, have two young daughters, and reside...