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:

• The Financial Literacy Coalition of Minnesota (through the Minnesota Council on Economic Education) https://www.mcee.umn.edu/news/flcm
• The Financial Matters Program (through Best Prep) https://bestprep.org/financial-matters/
• NECHAMA-Jewish Response to Disaster https://nechama.org/
• The JCRC Speakers Bureau (through the Jewish Community Relations Council of MN and the Dakotas) https://minndakjcrc.org/what-we-do/request-a-speaker/
• The Bias Inside Us ( through the Smithsonian Institution) The Bias Inside Us

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.