Steve Beard CFP®, MS

Advisor Associate

Steve has worked in the financial service industry since 2017. He assists his mentor, Steve Dunne, to provide holistic financial planning. For more than 20 years, Steve has applied his economic and analytical skills with his love for teaching as an educator in public, private and charter schools. He works to help others gain a clear understanding of their world and goals. 

Steve was naturally drawn to becoming a CFP® professional because it integrates his passion for education, research, and connecting with clients. Steve enjoys getting to know clients, creating unique financial plans, and guiding them as they navigate the often-challenging financial waters of life. 

He earned his bachelor's degree from Pitzer College in Claremont, California where he studied economics, the environment, and Latin American studies. Steve is conversationally fluent in Spanish. He completed a master’s program at Portland State University in Leadership for Sustainability Education giving him unique insight into socially responsible and sustainable investing. 

Being born and raised in the Northwest gave him a high regard for our planet’s amazing natural resources and the importance of stewardship. Steve, his wife and two boys enjoy spending time outside hiking, biking and preparing for their next adventure. You can often find Steve involved in his church, local nonprofits and cheering for the Timbers.