William Steffen graduated with a Bachelor of Science Degree in Finance from California State University of Northridge. After 7 years with Invesco Funds Group in retirement plan sales, Mr. Steffen spent the next 5 years as a Sales Director with Janus Funds Group working with financial advisors and other intermediaries. William is a licensed health and life insurance agent in Arizona and Florida. He provides exceptional service to clients with his extensive knowledge of company and industry practices.
Steffen Financial, Inc. was launched in October of 2003 by owner William Steffen. In that same year, we also identified a very compelling story with the rollout of the Health Savings Account (HSA). With health insurance being one of the top priorities in America, and a new financial planning HSA vehicle at our fingertips, we determined a perfect scenario exists where we can protect the health and financial status of our clients.
