The topics discussed on this site are designed to help you
I hope that you will ask questions, submit articles, and share stories, jokes, and quotes that you find interesting, funny, or inspirational so we can learn and grow together.
“Who is wise? One Who Learns From Every Person.”
— Ben Zoma, a second-century sage
Steve Lear
ChFC, CLU, BFA™
Financial Planner & Community Activist
In a career that spans 40 years (and counting), I have devoted my time and energy to personal finance, leadership training, and philanthropy.
As a Financial Planner, I help individuals and business owners organize their finances so they can focus on family, work, community, and leisure. In addition to financial planning, I am passionate about helping people develop stronger leadership skills as a Kolbe-certified consultant, an advocate for the Entrepreneurial Operating System (EOS), and a past participant in Dan Sullivan’s Strategic Coach program.
I have also been privileged to help create the following philanthropic organizations:
As I begin my next chapter, I’m launching SteveLear.org as an interactive learning center for personal finance, generosity planning, and leadership training. It’s a site where I can share personal wisdom and where members of the SteveLear.org community can exchange ideas and opinions – because I believe the wise person is the one who learns from everyone.
While I am honored to have won industry and community recognition for my work, my proudest achievements are personal. I am blessed to have the best clients in town, dear friends who tell me the truth, and a wonderful family. My wife Sheri and I enjoy spending time with our seven children, their spouses, and our seven grandchildren. Our family motto is “We put the fun in dysfunctional!” (feel free to borrow it).
I dedicate this site with deep gratitude to the many people whose ideas challenge and motivate me to keep working to repair the world.