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Steven N

CFP®, Series 63, Series 65

Houston, TX

Creative Financial Designs, Inc.

Steven Neustaedter is a CFP® professional with 29 years of experience in financial advisory services. He has been with Creative Financial Designs, Inc. since 2013 and also operates Steven Neustaedter and Associates, Inc. alongside his role at the firm. His other business activities include independent insurance sales and involvement with Swan Wealth Management LLC. Creative Financial Designs serves a diverse client base, including individual, charitable, corporate, and retirement plan clients, offering investment management and financial planning through a network of advisers. The firm’s investment approach emphasizes asset-class model allocations supported by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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