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Robert A. Steffen

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Robert A. Steffen

CFP®

Senior Wealth Manager

Robert joined Boulay Financial Advisors, LLC in 2019 and has more than 37 years of experience in wealth management, financial planning and practice management after having managed his own firm for 30 of those years. Robert offers high quality, unbiased advice for individual and corporate clients in financial, retirement and investment planning.

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“I love my job. I get to connect with interesting people on a very deep, personal level and have a profound impact on their lives. I am truly blessed.”

Involvement

  • National Association of Personal Finance Advisors (NAPFA) – Former President of the Midwest Region
  • Institute of Certified Financial Planners (ICFP) – Former Chairman of the Minnesota Society
  • International Association for Financial Planning (IAFP) – Former President of the Minnesota Chapter
  • Minnesota CPA Society/ ICFP Financial Planning Roundtable – Former Chairman

Education

    • University of Minnesota with distinction — B.S. in Business (Finance and Accounting)
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Registered Investment Advisor

Personal Interests

    • Spending time with his wife and family…ask him about his grandchildren!
    • Playing golf with family and friends
    • Cheering on the Minnesota Gophers

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.