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Steven Vrooman

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Steven Vrooman is a seasoned financial advisor and fiduciary with 10+ years expertise in both investment and insurance planning. He is licensed to advise clients across the United States. Steve founded Senior and Family Financial LLC in 2016 to do insurance planning. He started giving investment advice when he partnered with Wealth Watch Advisors, a registered investment advisory firm for non-captive, independent fiduciary advisors in 2017. Steven studied Finance at LSU and graduated from Southeastern Louisiana University with a degree in Communication. Later, he went to seminary and served as a Christian missionary in Russia and Kazakhstan for 11 years. He returned the States in 2008 and taught Financial Peace University and Crown Financial course at churches. After getting his investment and insurance licenses he obtained multiple designations in order to better help his clients. He is a member of the National Ethics Association, a Certified Financial Fiduciary®, a Certified Financial Educator or CFEd®, a Certified Retirement Counselor or CRC®, and Investment Advisor Representative or IAR®. Steve has taught Retirement classes at Front Range Community College and the Longmont Senior Center.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary® CFEd® CRC® IAR®

Education

BS Communications

Instructor Events

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