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Biography

Steven P. Saunders is a Principal and Wealth Advisor at Cerity Partners, providing investment analysis, portfolio construction, and tax and estate planning guidance to business owners, entrepreneurs, and cross-border clients.

Prior to joining Cerity Partners, Steven served as a Director and Portfolio Advisor with Round Table Wealth Management, where he was a member of both the investment team and the firm’s Investment Committee. His responsibilities included manager research, due diligence, client portfolio analysis, and asset allocation evaluation.

In his spare time, Steven enjoys spending time outdoors in Central Oregon, camping and hiking with his wife and two sons.

Learn more about my practice.

Education

  • B.S. in Finance from the University of Wisconsin-Milwaukee
  • Investment Management Certificate Program from the University of Wisconsin-Milwaukee

Highlights

  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst (CAIA)
  • Leadership Bend Alumni

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.