Steve Mestan
Insurance Professional
Steve is committed to helping individuals and families find a solid financial foothold on their road to retirement.
Growing up with parents who were business owners, Steve learned an important lesson at an early age: Without the right financial strategy in place, hard work, motivation and commitment alone aren’t always enough to create a solid financial future. It was while witnessing his parents’ struggle with their previous advisors that Steve decided to enter the financial industry. Now, as a licensed insurance professional at Aspire Wealth Management, Steve works with business owners, families and individuals to help avoid the same problems his parents faced.
Steve attended the University of Kansas and graduated in 2013 with a bachelor’s degree in business and corporate communications. While pursuing his degree, Steve lettered four years in football.
Steve and his incredible wife, Elise, live in Overland Park and have three children, Brynley, Sophia and Crawford.
Learn 10 more things about Steve by clicking the image below.
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Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Our firm is not affiliated with the US Government of any governmental agency. Please visit www.ssa.gov for guidance on your individual situation. Our firm does not provide legal tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.
Securities offered only by duly registered individuals through Berthel Fisher Company, LLC (BFC), member
FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, LLC, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management, LLC. BFC and Aspire Wealth Management, LLC are not affiliated companies.
Tax services are offered through Aspire Tax Center. Berthel Fisher Company, LLC and Aspire Wealth Management, LLC do not offer tax or legal advice.
Form CRS | ADV Part 2 |
ADV Part 2 A