CALIFORNIA CONSUMER

As a Chartered Financial Consultant with his own independent advisory firm, Dahlquist and Associates, Steven Dahlquist serves clients using his more than three decades of experience in the financial services industry. A dedicated contributor to local nonprofits, Dahlquist also serves his community with tireless philanthropic work and volunteerism... Dahlquist's extensive professional experience and accolades allow him to provide sound financial planning, focusing on retirement and estate planning, business succession planning, and trust-owned and business-owned life insurance analysis and planning. A member of the Million Dollar Roundtable since 1981, Dahlquist's professional designations include chartered life underwriter (CLU) and chartered financial consultant (ChFC). He's also served as president of the Southwest Florida Estate Planning Council (1994-1995) and is affiliated with the National Association of Insurance and Financial Advisors, the Society of Financial Service..

Primary location: Sarasota United States