Stephen Palm, CFP®

Financial Advisor

Stephen Palm has been in the financial industry since 1998, after graduating with his degree in business finance from The Master’s College. Prior to being a Financial Advisor, he was a small business and agricultural loan officer before coming to Haberling Financial Group. His lifelong passion is to help people make smart decisions about money. Each of his clients has slightly different and particular goals that make their situation unique. “I make my clients’ goals my own.”

As a financial advisory expert, Palm brings a vast amount of knowledge that he shares with his clients while helping them build a long-term financial plan.
Along with being an advisor to individual clients, Steve also plays an integral role in our business 401K Services team. Here he acts as a fiduciary to our business partners when selecting and maintaining retirement plan options for their businesses and employees.

Steve’s community involvement and family activities keep him busy as a Junior Achievement board member and volunteer teacher, member of Columbia Center Rotary’s education and finance committees, coach for his kids’ soccer teams with Upwards and TCYSA, and a bible study group leader and deacon at his church.

Schedule a meeting with me through our Microsoft Bookings page.

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