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Stefan C. Liiste, CFP ®, CEO
Financial Strategist and Advisor
Many of our clients are seeking financial independence or are looking to maintain their financial independence. I provide valuable advice on how to structure investments, analyze risk, manage estate planning needs,and minimize taxes through our financial advisory process.
Specialization
Personal financial planning, including planning for risk management, taxes, retirement, estate preservation, investments, small businesses and strategic asset allocation
Designations and Degrees
American Express Financial Advisors, Presidents Advisory Council, 1998-2003
American Express Financial Advisors, Platinum Team Member, 1998-2003
American Express Financial Advisors, Gold Team Member, 1996-1998
Certified Financial Planner™, 1996
B.A. 1990, English Gustavus Adolphus College Saint Peter, Minnesota
Business Experience
| 2004: |
Present: Financial Strategist, Context Financial Group, LLC. |
| 1990-2004: |
Financial advisor, American Express Financial Advisors Inc. |
Personal
Married to Katie Liiste /Four children: Joseph, Jack, Maria and Megan/Second generation immigrant to the United States /100% Finnish /Enjoy time with family and friends, exercise, working with clients.
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Kathleen M. Liiste, CFP®, Financial Advisor
Specialization
Personal financial planning, including planning for risk management, taxes, retirement, estate preservation, investments, small businesses and strategic asset allocation.
Designations, Degrees and Memberships
Certified Financial Planner™, 1997
B.A. 1990, Finance and Marketing University of St. Thomas
Business Experience
| 2004: |
Co-Founder and Financial Advisor, Context Financial Group, LLC |
| 1996 - 2004: |
Financial Advisor, American Express Financial Advisors Inc. |
| 1990 - 1996: |
Senior Paraplanner, IDS/American Express Financial Advisors Inc. |
Personal
Married /Sons Joseph, Jack and daughters Maria, Megan/ Enjoy the outdoors and being with family and friends
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