Steven F. Rau - Accredited Investment Fiduciary
As owner of Rau Financial Strategies, Steve Rau is a specialist in the financial planning arena. His practical, friendly, open-door approach puts his clients at ease from the moment they meet. Steve graduated from California State University Sacramento (CSUS), with a BA in Organizational Communications. He has extensive training with Dean Witter, and has been an independent consultant for the past 17 years. He works with financial experts to ensure his customers receive among the best possible advice in all areas of financial planning.
Steve is passionate about his choice of career. He genuinely cares about helping people pursue their financial goals. He plays a philanthropic role in the community as an active member, and past president of Rotary. His current and past boards of director positions include South Placer Rotary Foundation, United Way, UCP and YMCA.
Steve, his wife Wauneita, and two children, reside in Northern California. He loves to ski, golf, and coach his children in their various sports teams.
Securities 7, 65, 24, 31 with LPL Financial and an Investment Advisor Representative under the Strategic Wealth Advisors Group a Registered Investment Advisor and a spearate entity from LPL Financial. California State Insurance License 0B67789.
Steve can be reached at (916) 415-1111 or firstname.lastname@example.org
Jeremy Olen, CFA
Jeremy graduated from the University of Michigan in 1992 with Degrees in Mathematics and Actuarial Science. Jeremy was awarded the prestigious CFA Charter in 2006.Jeremy’s early career trended to the field of Technology as an Executive/RiskManager and culminated with the sale of his technology venture in early 2000.
At this juncture, he formally entered the field of Investment Management, joining his family business, Michigan based, JBT Financial LLC. During this period Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios and began to expand his role as a coadvisor within the Financial Services Network. As a result of this expansion, Jeremy relocated to California and formed Dynamic Capital Management in 2004. Dynamic Capital is a California S Corporation Headquartered in Sacramento CA.
As a co-advisor, Jeremy helps to manage and over see over half a billion dollars of assets for individuals and institutions. Additionally Jeremy has co – published several broad indexes (tools to measure financial markets) that continue to be used on both Wall Street and Global Stock Exchanges.
Jennifer joined Strategic Wealth Advisors Group in 2007, after spending many years in the customer service industry. In her role as Director of Client Services, she supports our efforts to provide you with A-level service, support and dynamic execution throughout our relationship. Jennifer is a graduate of the University of Michigan. As an additional resource, Jennifer is available to assist you directly with operational questions or account related needs.
We are excited to have Jennifer as part of the team at Rau Financial Strategies.
Jeff Schnoebelen, Assistant VP, Portfolio Consulting Services, Strategic Wealth Advisors Group
Jeff joined THE Financial Services NETWORK and Strategic Wealth Advisors Group in 2008 after spending several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. A graduate of CSU Sacramento with a degree in Finance, Jeff's experience also includes valuating Wall Street mutual funds daily managing trades, corporate actions, contributions and redemption. As a member of the Strategic Wealth Advisor Group's Investment Committee, Jeff contributes to the design of optimal portfolios for clients and keeps current with the changing economic environments. He also sits on THE Financial Services NETWORK's Best Execution Committee to ensure that our custodian is giving clients the best possible execution prices and timing on our trading transactions. In his free time, Jeff enjoys traveling the world, cycling, playing volleyball, softball and pretty much anything competitive, spending time with family, friends, and his dog.