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David C. Steger

David C. Steger

Financial Services Representative

David is the third generation of his family to work in financial services, beginning with his grandfather in 1948. He earned his Master's Degree in Finance from the University of Notre Dame, where he graduated Magna Cum Laude with a course emphasis in Investment theory. He graduated from the University of Michigan with a Bachelor of Arts in Economics where he studied microeconomics, macroeconomics, linear algebra and calculus. His practice focuses on comprehensive financial planning, investment strategies, cash flow strategies, insurance, and estate conservation strategies. David is currently enrolled in the CFP and CFA curriculum.

Domiciled in IL, California Insurance License #0H65840