Stephen Perry Bundy
Financial Representative|CLU®, ChFC®
Professional
Stephen Bundy, native of the San Francisco Bay Area, is a graduate of the University of California, Berkeley. Steve has obtained his Chartered Life Underwriter (CLU) designation and recently obtained the Chartered Financial Consultant (ChFC) designation.
Steve Bundy has considerable experience in the financial services industry having previously worked in banking and municipal bond trading. This professional experience and education is the foundation for his successful insurance practice, which started in 1989. He is licensed to sell life insurance, disability income insurance, long-term care insurance, health insurance and annuity products.
Insurance is a means to an end. Business Owners and Families need an expert "in their corner" to protect that which is most precious to them. They need someone who will understand their unique goals. The tax advantages of insurance combined with the best design may provide the right solutions. Finally, only quality products will do.
Associations and Memberships
National Association of Insurance and Financial Advisors (NAIFA)
Years of Experience
Representing Northwestern Mutual since 1989
Education
Bachelor of Science in Physical Science from the University of California, Berkeley
Awards and Recognition
- Million Dollar Round Table Provisional Member 1994
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 1994, 1999
- Award recognizing persistency and performance
Personal
Steve resides in Orinda, California with his dynamic and beautiful wife Ann. They have 2 daughters, Lauren and Brooke who are both artists in New York City.
Steve's passions are first and foremost his family and friends. He also values health, enjoying the West and the great outdoors.
Steve is an avid outdoorsman. His passions are bike riding, skiing, backpacking, and camping. He also sings in a local church choir. He and Ann enjoy travelling to different countries and being in different cultures.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
