With 20+ years of Finance and Investment experience, Steve Rustik is Vice President, Financial Advisor at D.A. Davidsons Bellevue, Washington branch. Because D.A. Davidson is a privately held firm focused on client success, Steve is able to offer his clients high-touch, personalized service. A Few Quick Facts about Steve: Steve began his career as a Certified Financial Planner professional in the midst of a tumultuous economic climate. His talent for providing sound investment advice through volatile markets has helped his results in a high level of client satisfaction and retention. Steve loves teaching his clients about their money. He considers himself a coach, sounding board, and planner involving all things financial. In keeping with his commitment to financial education, Steve has been a guest on FM News 101 KXL in Portland providing listeners with insights into the stock market. Steve is a Certified Financial Planner and Certified Wealth Strategist professional. Steve employs a holistic approach in working with his clients to define their financial goals and to tailor a plan to address their unique investment objectives. He believes in clients integrating their debt management, college funding plans, investment plans, estate plans, retirement plans, etc. Steves clients can expect him to be extremely down-to-earth and approachable. When they call his office, they can count on him to be the one answering the phone most of the time. Steve prepares a comprehensive Financial Review and Goals document for each of his clients. He schedules regular periodic check-ins to reevaluate goals and assess progress. When hes not helping his clients, Steve enjoys training for marathons, playing video games, spoiling rescue dogs, and cheering on the Seattle Seahawks.