Steve Strauss
Algemeen Directeur bij Droms Strauss Advisors, Inc.
Profiel
Mr. Steven N.
Strauss, CPA, is a Managing Principal at Droms Strauss Advisors, Inc. He co-founded the firm in 1995.
He began his career as a CPA and brings over 35 years of experience as a CPA to the Droms Strauss Wealth Management team.
For nearly two decades, he was an active member and innovator in the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division.
In 1993, he co-developed a personal financial planning software, PFP Partner which for many years was widely used by CPAs in providing personal financial planning services.
He is a member and previously served as president of the All Star Financial Group, LLC, a national association of CPAs specializing in financial, tax and investment planning and management for high and ultra-high net worth individuals.
He has served on the Board of an Early Childhood Education organization and as Board President of his Temple.
Mr. Strauss holds a Bachelor of Science degree in business administration from the University of Missouri in Columbia and a Master of Science in taxation from DePaul University.
Actieve functies van Steve Strauss
| Bedrijven | Functie | Begin |
|---|---|---|
Droms Strauss Advisors, Inc.
 Droms Strauss Advisors, Inc. Investment ManagersFinance Droms Strauss Advisors, Inc., dba Droms Strauss Wealth Management (Droms Strauss), is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was co-founded by Bill Droms and Steve Strauss in 1994. Droms Strauss primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. | Algemeen Directeur | 01-01-1995 |
Eerdere bekende functies van Steve Strauss
| Bedrijven | Functie | Einde |
|---|---|---|
Strauss Financial Group, Inc.
 Strauss Financial Group, Inc. Investment ManagersFinance Strauss Financial Group is a boutique Registered Investment Advisory Firm located in the Birmingham Metro Area. The American company focuses on goal-based financial planning for its clients. | Corporate Officer/Principal | 31-12-2006 |
All Star Financial, Inc. (Minnesota)
 All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Corporate Officer/Principal | - |
Opleiding van Steve Strauss
| DePaul University | Graduate Degree |
| University of Missouri | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Droms Strauss Advisors, Inc.
Droms Strauss Advisors, Inc. Investment ManagersFinance Droms Strauss Advisors, Inc., dba Droms Strauss Wealth Management (Droms Strauss), is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was co-founded by Bill Droms and Steve Strauss in 1994. Droms Strauss primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. | Finance |
All Star Financial, Inc. (Minnesota)
All Star Financial, Inc. (Minnesota) Investment ManagersFinance All Star Financial, Inc. is an independent fee-only asset management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1990 by Robert Klefsaas. All Star Financial provides investment and portfolio management services to individuals, corporations and non-profit organizations. | Finance |
Strauss Financial Group, Inc.
Strauss Financial Group, Inc. Investment ManagersFinance Strauss Financial Group is a boutique Registered Investment Advisory Firm located in the Birmingham Metro Area. The American company focuses on goal-based financial planning for its clients. | Finance |
