Charles F. Steege

3655 Route 202 Suite 140 Doylestown, PA 18902

Chuck is a managing partner and financial advisor in Savant’s Doylestown, PA office. He has a membership interest in Savant.

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.

As a a CERTIFIED FINANCIAL PLANNER® professional and a Certified Equity Professional (CEP), Chuck is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Chuck has been involved in the financial services industry since 1985. He founded SFG Wealth Planning, which joined with Savant in 2022.

Chuck earned a bachelor of arts degree in psychology from Gordon College.

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.

Articles &
Media

What’s the Difference Between Performance Stock Units (PSU) and Restricted Stock Units (RSU)?

Healthy Enough to Work; Wealthy Enough to Retire?

When the Grass Seems Greener Elsewhere: How Financial Parity Planning Can Help

The Pitfalls of Performance Stock Units, and How a Financial Advisor Can Help

Expat Tax Implications for the International Assignment

Education &
Designations

Gordon College
Bachelor of Arts in Psychology
CERTIFIED FINANCIAL PLANNER® professional
Certified Equity Professional (CEP)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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