Steffen Financial Services Llc

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William graduated with a B.S. in Business Administration & Finance from California State University of Northridge (CSUN) in 1992. After working at Invesco Funds in various capacities for 7 years, and distributing Janus Funds through Financial Advisors for 5 years; Steffen Financial Inc was launched in 2004. I found my niche in private health insurance and Health Savings Accounts (HSA’s), and allowed my security licenses to expire. The massive health care reform law (PPACA) was passed in 2010, an

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