Steve Alderete
State(s) Licensed: AZ, CA Insurance Lic. #4295820, ID, MT, OR, WA
2450 E. Gala St. Suite 120
Meridian, ID 83642
State(s) Licensed: AZ, CA Insurance Lic. #4295820, ID, MT, 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 Notice at Collection for California Consumers or our privacy policy.
Location
Meridian Office
- Phone:
- 208-631-1717