Steven Cfp

Q: What is Steven Cfp email address?

Email Steven Cfp at steven.lundgren@wellsfargoadvisors.com. This email is the most updated Steven Cfp email found in 2026.

Q: How to contact Steven Cfp?

To contact Steven Cfp send an email to steven.lundgren@wellsfargoadvisors.com. (updated on October 30, 2024)

First Vice President - Investments, Senior Portfolio PIM Manager, Financial Advisor at Wells Fargo Advisors | Walnut Creek, California, United States

About Steven Cfp

Steven Lundgren, CFP®, serves as the First Vice President - Investments and Senior Portfolio PIM Manager at Wells Fargo Advisors, where he leverages his extensive expertise in wealth management to deliver tailored financial solutions for a diverse clientele. With a strong commitment to professional excellence and uncompromised ethics, Steven has established himself as a trusted advisor in the financial services industry. His credentials, including the CERTIFIED FINANCIAL PLANNER™ certification and Senior PIM Portfolio Manager designation, underscore his dedication to maintaining the highest standards of client service and financial stewardship.

At Wells Fargo Advisors, Steven is part of a dynamic team of three Financial Advisors, each bringing complementary skills to the table. This collaborative approach allows them to address complex financial needs effectively, whether it’s through strategic investment planning, retirement planning, or risk management. Steven’s proficiency in equities, alternative investments, and financial analysis enables him to craft personalized investment strategies that align with his clients' long-term goals.

Currently, Steven is spearheading key projects focused on enhancing client engagement and optimizing portfolio performance. By utilizing advanced financial modeling techniques and a deep understanding of market trends, he ensures that his clients are well-positioned to navigate the ever-evolving financial landscape. His dedication to client confidentiality and ethical practices has earned him a reputation as a reliable partner in wealth management, making him an invaluable asset to both his clients and the Wells Fargo Advisors team. For inquiries, Steven can be reached at [email protected] or (925) 817-8200.

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