Investment Advisor Representative, Elevated Financial Management
Meet Steven O'Flynn, a trusted Investment Advisor Representative at Elevated Financial Management in Renton, WA. With over 25 years of experience in financial services and business management, Steven is dedicated to empowering families and business owners to confidently navigate the complexities of insurance and investments. Originally from Coventry, England, his vast expertise sets him apart in the competitive financial landscape.
Steven O'Flynn holds both the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, reflecting advanced training in retirement income and Medicare cost planning.
Steven's journey in finance began with establishing a commercial insurance brokerage in Derbyshire before moving to the United States, where he refined his skills with esteemed firms like Edward Jones and Morgan Stanley. This rich background culminated in the founding of his own Registered Investment Advisory firm, allowing Steven to develop a comprehensive approach to financial advising that truly benefits his clients.
At Elevated Financial Management, Steven specializes in crafting personalized retirement income strategies, developing robust financial plans, and providing in-depth Social Security analysis. His proficiency in facilitating Roth conversions and expertly managing asset allocations across taxable, tax-free, and tax-deferred accounts ensures that his clients receive tailored advice designed to meet their unique financial goals.
Whether you’re looking to secure your future or optimize your financial strategy, trust Steven O'Flynn’s experience and dedication to guide you every step of the way. Connect with Steven today and take the first step towards achieving your financial aspirations.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.