Steven E. Opdahl  CPA/PFS

Steven E. Opdahl CPA/PFS

Senior Partner/Senior Financial Planner

Phone: (952) 905-2202
Fax: (952) 905-2203
E-mail:
 

Steven Opdahl is Senior Partner of Strategic Financial Concepts with over 30 years of financial experience as a CPA and former CFO.  Steve is a senior financial planner and a strategic wealth advisor specializing in comprehensive financial planning, personal retirement income strategies, charitable planning, and investment advisory services. In addition to being a CPA since 1986, he also holds the designation of Personal Financial Specialist (PFS) issued by the American Institute of Certified Public Accountants. Throughout his career to-date, Steve has provided extensive consulting and advisory services to a wide range of individuals and businesses. Prior to commencing his financial and business career, he graduated from the University of North Dakota summa cum laude in 1986 with degrees in Accounting and Computer Science.

Steve is committed to the highest standards of integrity, excellence and professionalism, and considers it an honor and privilege to help our clients achieve their lifetime and legacy goals. His mission is to help clients pursue their goals by providing them with the best possible advice and options that best meet their needs.
 
Steve has been married to his wife, Edie, for over 30 years and together they have five children. Steve and his family live in the Twin Cities where they are active members of Berea Lutheran Church and other Christ-centered ministries. He enjoys spending time with his family, as well as hunting, fishing, and playing or watching all types of sports.
 
Steven E. Opdahl is a Registered Representative, Financial Planner and Investment Advisor Representative  of H. Beck Inc.  Securities, financial planning and investment advisory services are offered through H. Beck Inc., a Broker-Dealer (member FINRA/SIPC) and registered investment adviser. Strategic Financial Concepts and H. Beck Inc. are not affiliated.