STEVEN CRABBE
Financial Adviser
Steven Crabbe, CFP®, ChFC®, RICP®, is the Founder of Crabbe Financial Strategies LLC and a Financial Adviser with more than 30 years of experience helping individuals, families, and business owners make informed financial decisions.
His practice focuses on comprehensive financial planning, wealth management, tax efficient strategies, retirement income planning, business planning, asset protection, and income protection planning. Steven works closely with clients to help them organize, protect, and grow their wealth while navigating important financial decisions with greater confidence and clarity.
Drawing on a unique combination of engineering, consulting, lending, retirement planning, and financial planning experience, Steven helps clients coordinate the many moving pieces of their financial lives so they can make better decisions, protect what they have built, and create greater financial security for themselves and their families.
Prior to entering financial services, Steven worked in the Management Information Consulting division of Arthur Andersen, which later became Accenture, where he developed a strong foundation in analytical problem-solving, strategic planning, and client leadership.
EDUCATION & BACKGROUND
Bachelor of Science, McCormick School of Engineering, Northwestern University
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
More than 30 years of experience across financial services, lending, consulting, retirement planning, and wealth protection
Former Management Information Consultant with Arthur Andersen (now Accenture)
DESIGNATIONS & MEMBERSHIPS
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Million Dollar Round Table (MDRT)
New York Life Chairman's Council
Steven remains committed to ongoing education and professional development to help ensure clients receive thoughtful, current, and comprehensive financial guidance.
AWARDS & ACCOMPLISHMENTS
New York Life Chairman's Council*
12 Consecutive Years as a Million Dollar Round Table (MORT) Qualifying Member**
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Steven's practice is built on long-term client relationships, thoughtful planning, and helping clients make informed financial decisions that support their long-term goals.
*Awarded by New York Life Insurance Company for outstanding sales achievements.
** Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals (trademark r), is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
PERSONAL LIFE
Outside of work, Steven enjoys spending time with family and friends, staying active, and continuously learning. His engineering and consulting background fostered a lifelong appreciation for analytical thinking and problem-solving, qualities that continue to shape both his professional and personal life.
Steven is passionate about helping people make better financial decisions and enjoys studying topics related to personal finance, business strategy, leadership, and long-term planning. He believes that financial success is about more than accumulating wealth-it is about creating the freedom, security, and opportunities that allow individuals and families to live meaningful lives and leave a lasting legacy.