Meet Steve

CFP®

Financial Advisor

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Steve Captain brings over 30 years of experience as a Financial Professional and a Managing Principal on the Captain Wealth Management team. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 1991. Steve utilizes a team approach when providing comprehensive financial planning services and has particular experience in retirement income, investment portfolio management, and estate planning strategies.

Steve works with a diverse range of clients, including:

  • Business owners seeking alignment between their personal and business financial strategies
  • Pre-retirees preparing for the transition into retirement
  • Retirees focused on income planning, wealth preservation, and lifestyle continuity
  • Investors looking for disciplined, long-term portfolio management
  • Individuals and families in need of insurance planning to manage risk and protect what they’ve built
  • Clients coordinating estate planning strategies to support legacy and wealth transfer goals

 

Steve and his wife Kathy have been married for over 30 years and have three wonderful children and six grandchildren. They currently reside in Mesa, Arizona.

 

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Contact Us
  • SteveCaptainTeam@TrekFinancial.com
  • 8355 E. Hartford Drive, Ste 105 Scottsdale, AZ 85255

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Investment Advisory Services offered through Trek Financial LLC, an investment adviser registered with the Securities Exchange Commission. Captain Wealth Management is a marketing name only and does not carry a separate registration. Steve Captain is an Investment Adviser Representative of Trek Financial, LLC. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.