Steve Czech | Edelman Financial Engines
 
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I am Steve Czech,

CMFC®

Director, Financial Planning

"I began my career in financial services in 1989 and continue to put my experience to good use in serving my clients. I specialize in both financial and retirement planning. I apply this expertise in assisting my clients to prepare for a secure retirement, and help set them on a course to achieve and maintain their goals. Outside of work, I enjoy spending time with my wife and two adult children."

Phone Number

888-PLAN-RIC

Address

2700 Patriot Blvd.

Suite 120

Glenview, IL 60026

Location Details >

Schedule an Appointment

Get to Know Us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.

About My Services

Services

Financial Planning

Investment Management

Retirement Planning


We’re here to help you make important decisions about every aspect of your life with a dollar sign — from planning for retirement to leaving a legacy for your family — and everything in between.

How We're Different

Founded by acclaimed financial planner, Ric Edelman, and Nobel Prize-winning economist William Sharpe.

Ranked #1 in quality by Barron’s1.

Independent, fee-only advisors. Our planners don’t earn commissions selling products to our clients.

We serve in your best interests always. Whatever your situation, our experienced planners will provide the objective, straightforward advice you need to help you move your financial life forward.

My Qualifications

Years of Experience

I have 31 years of experience in the financial industry.

Certifications

Chartered Mutual Fund Counselor℠

My Story

Interests and Hobbies

Fitness

You Should Also Know About

Fees

We provide objective, fee-based advice and asset management. That means we won’t try to sell you on our firm’s proprietary products. It also means our planners don’t earn any commissions on the products and services our planners recommend for our clients. Our goal is to help you reach your financial goals with confidence, plain and simple.

Fiduciary Plus

When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.

Ready to Take the Next Step?