Steve Schulte, CFP^®, MBA

With over 25 years of experience in the financial industry, Steve is a respected financial advisor based in Yuma, AZ. Holding a Certified Financial Planner (CFP®) designation and an MBA, he brings a wealth of knowledge and experience to every client interaction.

Steve began his journey in agricultural economics at the University of Arizona, which provided a strong foundation in understanding the economic landscape. He furthered his education at Webster University, where he earned his MBA, equipping him with the advanced skills needed to navigate the complexities of financial planning.

Growing up in Yuma, AZ, Steve has deep roots in the community. He currently resides in Yuma with his wife, Starr Schulte, and their two children, Dylan and Alexis. When not working, he enjoys spending quality time with his family, golfing, hitting the gym, and engaging in various outdoor activities.

He is actively involved in the Yuma community, serving as the golf tournament chairman for the annual Elk’s tournament and contributing to the Yuma Rotary Club and the Yuma Elks Lodge #476.

Steve was initially drawn to the financial industry by his inherent interest in finance and the financial markets. His favorite aspect of the job is helping clients pursue their financial goals and retire confidently. This passion is driven by a deep-seated belief in treating clients as he would want to be treated, ensuring that every interaction is marked by honesty, integrity, and timeliness.

Launching Southwest Advisory Group reflects his commitment to avoiding a sales-heavy approach and provides Steve with the freedom to run his practice in a manner that aligns perfectly with his values. This independence allows Steve to focus more on building strong, long-lasting relationships with clients and prospective clients, rather than just running the business. He is enthusiastic about the opportunity to provide even more personalized service and support, ensuring that each client receives the attention and care they deserve.

Steve is dedicated to helping you pursue your financial goals. Whether you are nearing retirement, managing a small business, or planning for your children's education, Steve and the team at Southwest Advisory Group are here to guide you every step of the way. Contact us today to schedule your initial consultation and take the first step toward your financial future.