Steve Alderete

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #4295820, ID, OR, WA

Phone 208-631-1717
Address

2450 E. Gala St. Suite 120
Meridian, ID 83642

Steve Alderete

State(s) Licensed:   CA Insurance Lic. #4295820, ID, OR, WA

Providing financial clarity. Achieve your financial goals.

An easy way to think of a Financial Advisor is as a guide. I help you understand where you are in your financial journey today, identify and define where you want to be, and then develop a clear and actionable strategy to help you get to that end goal. Not only that, but I stick with you to cheer you on, coach you, and adjust to any of the bumps in the road that life might throw at you. Our work together will address: 


  • Dispelling financial myths with education 
  • Having a clear financial plan 
  • Protecting your priorities 
  • Dedicated Planning Services 
  • Tax Efficiency Strategies 


I know that no matter where you are and where you want to go, my team and I can help. We can plan for uncertainty, so you have confidence in your future. Let’s start with a conversation about you and your goals! 


I work with clients across the nation virtually, and I can meet in person in Boise and the greater Treasure Valley area. 

To learn more about the privacy of your information, visit our privacy policy.

Location

Meridian Office

Phone:
208-631-1717

Hours

M – F: 9 a.m. – 5 p.m.