Steve McConnell (CFP®, ChFC®)
Steve McConnell focuses in the
following client markets or areas of practice:
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Rain Dog Financial blends empathy with engineering. The firm emphasizes deep listening and thoughtful dialogue alongside disciplined, quantitative investment methods grounded in evidence and research. This approach is designed to help clients understand tradeoffs clearly, make confident decisions, and remain disciplined through market cycles.Additional Information
Rain Dog Financial is a highly personalized investment advisory firm. The firm works closely with a small group of clients, drawing on expertise in behavioral awareness, forecasting, and uncertainty analysis. Its role is to help clients invest with confidence as markets and life evolve.NAPFA Start Date
January 28, 2026
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