Steve Holdsworth CFP®, MBA, CLU®

Financial Planner

Steve has helped individuals and families meet their personal financial goals for over 29 years. He is currently a Financial Planner at Falcon Wealth Planning where he partners directly with clients to simplify complex financial concepts and help them design their holistic financial plan, using tax-efficient strategies, to help clients achieve financial well-being. Steve has been recognized in Financial Planning magazine’s – “Movers and Shakers” and “MBJ Top 40 under 40”.

Before joining Falcon Wealth Planning, Steve served for six years as a Partner and Director with a fee-only Registered Investment Advisor (RIA). Most recently, Steve has served as a Senior Financial Planner and Financial Advisor for Registered Investment Advisor (RIA) firms in the Pacific Northwest.

For three years, Steve served as Adjunct Faculty & Instructor for Kaplan Financial teaching the CFP® Certificate program. He holds a Bachelor of Business Administration degree in Finance from The University of Texas at Arlington and an MBA in Financial & Estate Planning from The University of Dallas. Before working with a fee-only advisory firm, he held his FINRA Series 6, 63, 7, and 66 licenses. Outside of work, Steve loves spending time with his family and exploring the Pacific Northwest including camping, hiking, kayaking, biking, and playing golf.

Professional Designations & Licenses

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• CHARTERED LIFE UNDERWRITER® (CLU®)

• Master in Business Administration (MBA)