Darlene  Steffen

Darlene Steffen

| CFP®, CPA, PFS

Life Planning Solutions

Fee Only Financial Planner Located in Moline, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

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Moline, IL 61265

Darlene Steffen is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Darlene K. Steffen, CPA/PFS, CFP has over 30 years experience in financial management and business planning that culminated in a career dedicated to helping women, their families and those in agribusiness and their families  Partnering with clients, she helps them build and sustain a financially sound foundation for a better life.

Her educational background includes a B.S. in Accounting from the University of Massachusetts, an M.A. in Organizational Behavior from Webster University and an MBA from the Kellogg School of Management, Northwestern Unvierstiy.

She is a member of the Certified Financial Planner (CFP) Board of Standards as well as the American Institute of Certified Public Accountants (AICPA).  She is one of the few CPAs who jointly holds the Personal Financial Specialist (PFS) designation.  Additionally, Darlene is a member of the National Association of Personal Financial Advisors, maintaining a fee-only practice.