Steve Zakelj (CFP®)

Steve Zakelj focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

College/Education Planning

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Planning Specialties

Business Owners, College Planning, Dual-Income Family, Engineers, Entrepreneurs, Family Financial Planning, Holistic Financial Planning, Inherited Wealth, Married Couples, Mid-Career Professionals, Outdoor Enthusiasts, Retirement Planning, Technology Professionals, Self-Employed Individuals, Young Professionals

Additional Information

If you're looking for the typical financial guy in an expensive suit, tiny sports car, and wood paneled office, then you're in the wrong place. While by the age of 29 Steve Zakelj was leading the research and strategy department for a boutique Manhattan-based investment firm that catered to high and ultra high net worth clientele across the world, he walked away from that life. Instead, he chose a life focused on integrity, family, and community. That's why he started Flatirons Wealth Management. He wanted to develop a business he could work in every day and sleep peacefully every night, knowing he had done right thing day in and day out. A place with no sales quotas, no bonuses, no trips, and no cheesy trophies based on how much product is sold.

Steve understands hiring a financial planner or someone to manage your investments might feel like you're taking a leap of faith. That's why while Steve brings a wealth of experience to the table including a background in equities analysis and market strategy, his aim is to always make sure you understand what's going on and why we're doing what we're doing (or not doing). That means taking time and explaining ideas and strategies in easy-to-understand ways. It also means having honest conversations and being upfront about results.

When not working, Steve enjoys spending time with his wife and two children, gardening, fishing, skiing, hiking, and camping. As a family, they volunteer with the “Yardbusters” program of Cultivate, a local non-profit that provides basic cleanup and yard maintenance services to seniors.