Broker Check
Steven D. Waltz, CFP®, CRPC®

Steven D. Waltz, CFP®, CRPC®

Financial Advisor

Steve was born and raised on the west side of Evansville, Indiana and graduated from F. J. Reitz High School and University of Southern Indiana, where he majored in marketing. He now resides on the west side of Evansville with his wife, Jennah, and his son Liam.

Growing up he played multiple sports, including football, baseball, basketball, and track & field, and had the pleasure of playing for a state championship-winning football team at Reitz High School, as well as participating in the state track & field meet on the Reitz 4x100 relay team. He remains active today by weight training, riding his Peloton, and playing with his French Bulldogs, Cashew and Mel. Steve has an avid love for cars and anything that moves fast, and enjoys reading automotive journalism. He is also very interested in politics and world events. 

Steve has been a Financial Advisor since 2013, and earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning in Denver, CO in 2016, and become aCERTIFIED FINANCIAL PLANNER™, or CFP®, in 2023. In addition to holding securities and advisory licenses, he is also licensed in insurance.