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Why I Became A Financial Advisor

By Steve Allender, CRPC®

At just 10 years old, my parents introduced me to the world of finance with an allowance of 30 cents a week. They taught me three basic principles: save some, give some, spend some. I never could have guessed that these lessons would shape me into who I am today, and be my first steps down the path toward a lifelong career. 

It didn’t take me long to realize that if I delayed gratification a bit, and saved some of my spending money, I could buy more than just a piece of bubblegum. Saving up for something important gave me a great sense of pride and accomplishment. I set a goal, and tucked away enough for my own car as a teenager. I then set my sights on college, and by the time I was headed off, I had a few thousand dollars in my savings account for school expenses. 

I graduated from Texas A&M in 1983 with a bachelor’s degree in agricultural economics, and then obtained my master’s degree in animal science from Colorado State University in 1986. While I’d love to say I made only the wisest financial decisions, some of life’s best lessons are learned the hard way. Not long after I graduated from college, a stockbroker called me out of the blue and convinced me that the stock in a new blimp company was going to skyrocket. Safe to say, I lost my investment on that one. But I gained two very important lessons in finance: 1. You need to have a long-term goal, and each financial decision you make should help you get closer to your goal. 2. Who you invest with matters; make sure they are trustworthy and as dedicated to your goals as you are. 

First Career Steps

My first job was with the National Cattlemen’s Association. They offered a retirement account which I began contributing to, as well as my own personal investment account. I spent countless hours reading Money magazine and Kiplinger reports to find the best investments. One day, a co-worker asked for help with her investments. The next month, another co-worker asked for help, and soon I found myself sharing my financial knowledge with several people. It was so rewarding to be able to contribute what I knew, and to make a complicated topic accessible and easy to understand. I realized this was my calling, and I’ve been doing it now for over 20 years.

My Career Today

As a wealth advisor with Acute WealthCare, LLC, I get to spend my days doing what I love—helping women in the healthcare industry, specifically nurses—build wealth and set themselves up for a secure future while still having the time and energy to do what they love. 

You give your time and heart to your work, continuously sacrificing for the benefit of others. I am passionate about providing you with that same level of care. I help to secure your financial future so that your ambitions and goals become reality. As your long-term partner, I ask the tough questions and get to know my clients personally so I can guide them down the best path to financial health.

Are You Ready For A Different Financial Future?

I’d love to meet you, get to know you, and find out more about your financial goals. I can’t wait to listen as you explain your worries and the unique challenges you’re facing on your financial journey. Together, we can create a customized plan and make your financial well-being a top priority. There’s no reason for you to go it alone! Schedule a 15-minute introductory phone call to get started!

About Steve

Steve Allender is a Partner and Wealth Advisor at Acute WealthCare, an independent, fee-based comprehensive financial management firm. Steve is a Chartered Retirement Planning Counselor (CRPC®) who spends his days helping women in the healthcare professions build a secure financial future through investment management and financial planning. Steve loves building long-term relationships with his clients and helping them carry their financial burden so they can focus on what they love and how they want to spend their time. While Steve has officially been in the financial industry for over 20 years, he became hooked on learning about finances as a child when his parents taught him the basics of saving, spending, and giving. Steve enjoys all the outdoor activities living in Colorado provides, and you can often find him backpacking, snowshoeing, rafting, mountain biking, fishing, and exploring old mining communities. His claim to fame is that he is a Colorado Trail thru-hike completer, covering 486 miles of the most beautiful country on earth. Steve also enjoys a good book about Lincoln and the Civil War, and is committed to his community, mentoring through Save Our Youth and helping the elderly and single moms with household maintenance through the Minute Man Ministry. Learn more about Steve by connecting with him on LinkedIn. You can also register for his latest webinar on What We Do & How We Help.