Steve Hoglund
Senior Vice President, Financial Advisor
CFP®, CPA, AIF®
Contact Steve
Team Office
Steve’s Locations
Bellevue, WA 98007 (425) 289-3448
Wenatchee, WA 98801 (509) 663-6994
About Steve
Steve’s financial advisory career has spanned over 20 years. In his current position as a financial advisor with Wealth Enhancement Group, he provides clients with retirement planning, investment strategies and comprehensive financial planning. He also assists businesses with retirement plans, executive compensation, and succession planning.
Steve and his wife, Michelle, live in Bellevue, Washington where they raised four daughters. Steve has been named one of Seattle Magazine’s Top Wealth Managers since 2012. He has served on the Board of Directors for the Seattle and Eastside Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and the Advisory Council of the Washington Society of CPAs. In his free time, Steve enjoys hiking, pickleball, concerts and golfing.
Education
- BA - Business and Accounting, University of Washington
Additional licenses and designations
- California Insurance License # 0C51695
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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