Stephen C. Lorence
CFP®
Financial Advisor
“Someone's sitting in the shade today because someone planted a tree a long time ago." – Warren Buffet
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Steve is a financial advisor in Savant’s Rockford, IL headquarters.
As a CERTIFIED FINANCIAL PLANNER® professional, Steve 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.
Steve has been involved in the financial services industry since 2013. Prior to joining Savant, he worked at a nationwide financial advisory firm as a relationship manager, facilitating the financial planning process for clients.
Steve serves on the board of trustees at Burpee Museum of Natural History. He earned a bachelor of science degree in finance with a focus on financial services and management from Kansas State University.
Steve has a passion for sports and fitness. He likes to spend his free time at the gym or outside enjoying nature.
Articles &
Media
Education &
Designations
- Kansas State University
Bachelor of Science in Finance with a focus on Financial Services and Management - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Burpee Museum of Natural History – board of trustees member
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.