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Steven Van Metre
Certified Financial Planner™ Professional & Investment Advisory Representative at ATLAS FINANCIAL ADVISORS, INC.
Steven Van Metre is a Certified Financial Planner™ Professional and Investment Advisory Representative at ATLAS FINANCIAL ADVISORS, INC., with a focus on managing qualified plans and offering his custom Portfolio Shield™ as an investment option.
With a Bachelor of Arts in Business Administration from National University, a High School Diploma from Bakersfield High School, and an Executive Certificate in Financial Planning from Pepperdine University, Steven possesses a strong educational background in finance and business management.
Through his affiliation with TD Ameritrade, Steven is able to provide competitive pricing, service, and investment options for small and mid-sized qualified plans, consistently outperforming competitors on pricing.
Steven Van Metre also has experience as a former Adult Education Instructor at Bakersfield College, showcasing his passion for teaching and sharing financial knowledge.
His ability to integrate what he considers the best investment strategy into his services further enhances the value he brings to his clients.
