Charles F. Steege

CFP®, CEP, CKA®

The measure of a person is not so much what they say, but seen by their actions.

3655 Route 202 Suite 140 Doylestown, PA 18902
215-345-5601

Chuck has been involved in the financial services industry since 1985. He founded SFG Wealth Planning, which joined with Savant in 2022. Chuck is an advisor to senior-level executives of public companies, helping them unlock the value from their varied and complex stock-based compensation plans and equity awards.

Chuck earned a bachelor of arts degree in psychology from Gordon College. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Equity Professional (CEP), and a Certified Kingdom Advisor® (CKA®).

Chuck enjoys traveling and entertaining guests with his wife, Sue, and spending as much time as he can with his children, grandchildren, and family. He is very active in his church and enjoys the game of golf for social reasons, as well as taking in the arts and periodically a Broadway production.


Education &
Designations

  • Gordon College
    Bachelor of Arts in Psychology
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Equity Professional (CEP)
  • Certified Kingdom Advisor® (CKA®)

The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.