Steve Schwendy, CFP®

Financial Planner

Souderton, PA

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Steve Schwendy, Financial Consultant

Steve Schwendy, CFP®, is an Everence® Financial Planner and works as part of a team of professionals to serve families, churches, and businesses with their investment, insurance, and financial planning needs. Steve started his career in financial services in 2004 and joined Everence in 2017. Everence provides Steve with a unique opportunity to combine his professional experience with his personal mission to help people make effective plans for the future while stewarding their resources as gifts from God.

Steve received his M.B.A. from Loyola University Maryland, and his B.S. in Marketing from Messiah College. He maintains securities and insurance licensing.

Steve, his wife Bethany, and their three children live in Perkasie, PA and are members of Salford Mennonite Church. Steve is the President of the Board of Directors for Peaceful Living, a charitable organization that offers a range of care programs and services for individuals with intellectual and developmental disabilities. He also serves as the Treasurer on the Board of Directors for Delaware Valley MEDA.

His personal interests include running, classic cars, and spending time with his family. Steve is happy to share about his personal and professional background and how he is equipped and excited to build trusted, lasting relationships as an Everence advisor.

 

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Steve Schwendy, CFP® is licensed to discuss and/or offer financial services and/or products to residents of AK, CO, IA, IN, MD, MI, MT, NE, NJ, PA, TX and VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.