Steven Chambers CFA®, CFP®

Steven serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Steven offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Steven served as a Senior Wealth Manager at an independent investment advisory firm specializing in helping clients optimize their workplace benefits, tax strategies and investment portfolios.

Steven earned a Bachelor of Business Administration degree in finance from Texas A&M University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and holds the Chartered Financial Analyst® designation, as awarded by the CFA Institute.

Steven and his wife, Aranza, love traveling, staying active, trying new foods and spending quality time with their two daughters, April and Olivia.