Steve Osterink

Owner at Advisory Alpha | Grandville, Michigan, United States

About Steve Osterink

As the Owner of Advisory Alpha, Steve Osterink leverages his extensive background in finance and marketing to provide tailored asset management services that meet the unique needs of independent financial advisors, individual investors, and retirement plan clients. With a dual degree in Finance and Marketing from Grand Valley State University and a Certified Financial Planner designation from the Seidman School of Business, Steve possesses a robust foundation in strategic financial planning and investment advisory services. His expertise encompasses a wide array of financial disciplines, including asset allocation, investment strategies, estate planning, and wealth management.

At Advisory Alpha, Steve is committed to fostering strong partnerships that empower clients to achieve their financial goals. He leads key projects focused on enhancing retirement planning solutions, optimizing 401(k) offerings, and developing comprehensive wealth management strategies that align with clients' long-term objectives. His proficiency in financial analysis and securities, combined with a deep understanding of fixed annuities, positions him as a trusted advisor in the ever-evolving financial landscape.

Steve's approach is characterized by a client-centric philosophy, ensuring that each strategy is customized to reflect the individual circumstances and aspirations of his clients. By staying abreast of industry trends and regulatory changes, he continuously refines his methodologies to deliver exceptional value. Under his leadership, Advisory Alpha not only navigates the complexities of asset management but also empowers clients to make informed decisions that secure their financial futures.

Steve Osterink Work

Owner at Advisory Alpha in June 2011 to Present

Partner at Schipper & Osterink in December 2004 to June 2011

Operations Manager at Schipper & Osterink in January 2001 to December 2004

Steve Osterink Education

CFA Institute, CFA, January 2008 to January 2010

Accredited Investment Fiduciary, AIF, January 2008

Grand Valley State University, BBA, January 2002 to January 2006

Steve Osterink Skills

Asset Allocation

Investments

Investment Management

About Steve Osterink's Current Company

Advisory Alpha

Discover more about Advisory Alpha

Frequently Asked Questions about Steve Osterink

What is Steve Osterink email address?

Email Steve Osterink at [email protected]. This email is the most updated Steve Osterink's email found in 2024.

What is Steve Osterink phone number?

Steve Osterink phone number is (866) 530-1400 and 616-889-0163.

How to contact Steve Osterink?

To contact Steve Osterink send an email to [email protected]. If you want to call Steve Osterink try calling on (866) 530-1400 and 616-889-0163. (updated on January 05, 2024)

What company does Steve Osterink work for?

Steve Osterink works for Advisory Alpha

What is Steve Osterink's role at Advisory Alpha?

Steve Osterink is Owner

What industry does Steve Osterink work in?

Steve Osterink works in the Financial Services industry.