Steve Balch, CFP®
Hi, I’m Steve C. Balch, CFP®, Director of Financial Planning & Wealth Management at Certa Financial Planning. For over 15 years, I’ve helped busy professionals and retirees simplify their finances, reduce taxes, and build lasting wealth.
Whether you're growing your career or preparing for retirement, I take a personalized, proactive approach—focusing on tax-efficient strategies, long-term planning, and purposeful investing. My goal isn’t just to manage your money, but to bring clarity, confidence, and a financial roadmap that evolves with your life.
How to Lower Your Lifetime Tax Bill: Smart Strategies for High Earners & Retirees
How to Lower Your Lifetime Tax Bill: Smart Strategies for High Earners & Retirees
Is the Backdoor Roth IRA Right for You? A Smart Strategy for High Earners
3 Common Assumptions That Could Hurt Your Retirement Plan
Episode 1: Navigating Financial Success in 2025: A Comprehensive Guide for High Net Worth Investors
Episode 2: Unlock the Power of Your HSA
Episode 3: Should You Pay Off Your Mortgage Early?
Unlock the Power of Your HSA
Unlock the Power of Your HSA
Navigating Financial Success in 2025: A Comprehensive Guide for High Net Worth Investors