Steve Balch, CFP®

Hi, I'm Steve C. Balch, CFP®, Director of Financial Planning & Wealth Management at Certa Financial Planning. For over 15 years, I've helped busy professionals and retirees simplify their finances, reduce taxes, and build lasting wealth. Whether you're growing your career or preparing for retirement, I take a personalized, proactive approach—focusing on tax-efficient strategies, long-term planning, and purposeful investing. My goal isn't just to manage your money, but to bring clarity, confidence, and a financial roadmap that evolves with your life.