Steve Harpham
Lead Advisor
Steve helps clients find contentment and peace in a turbulent world. He specializes in helping clients retire well providing personal planning that forms the basis for good solid investing, retirement distributions, tax mitigation, medical and Medicare planning and risk management. Steve takes the time needed to help clients.
With over 32 years in the financial world, he’s a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor (CRPC®), a Certified Kingdom Advisor (CKA®), with a Masters in Personal Financial Planning.
Beaverton is home for Steve and his wife. They have five grown children and four grandchildren.
Certifications
- CFP®, CRPC®, CKA®
