Charles F. Steege
CFP®, CEP
Managing Partner / Financial Advisor / Member Owner
The measure of a person is not so much what they say, but seen by their actions.
Skip to content
Articles &
Education &
Charles “Chuck” Steege serves as a managing partner and financial advisor in Savant’s Doylestown, Pennsylvania, office. Charles works with senior-level executives of public companies, guiding them as they navigate the complexities of stock-based compensation plans and equity awards.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Equity Professional (CEP), Chuck builds comprehensive financial plans that emphasize wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections and income optimization, insurance assessments, debt management, and education funding.
Chuck has worked in the financial services industry since 1985. He founded SFG Wealth Planning, which joined Savant in 2022. He earned a bachelor’s degree in psychology from Gordon College in Wenham, Massachusetts.
When not in the office, Chuck enjoys traveling and entertaining with his wife, Sue, and spending as much time as possible with his children, grandchildren, and extended family. He remains active in his church, appreciates the social side of golf, and enjoys the arts, including the occasional Broadway show.
Articles &
Media
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.