Beside Wealth
Steven Richard Christensen
Wealth Management Advisor|CFP®
Steven Christensen
A New Mexico native, Steven has spent the majority of his life in the land of enchantment. Upon graduation from high school, Steven enlisted in the Marine Corps; eventually to serve with Delta Company, 4th Reconnaissance Battalion as a Reconnaissance Marine. Steven attended the University of New Mexico where he studied finance and economics. He started with Northwestern Mutual as an intern in 2012. He has been building his practice with the firm ever since.
Steven loves his role in helping our clients intentionally create their futures because of the profound impact that he can have on the people that we work with. Born into a family of entrepreneurs, Steven is passionate about helping business owners, professionals, and their families create financial security. He has witnessed firsthand, the tremendous effect planning can have on one's overall quality of life. The goal is to live fully today, and in the future.
In his spare time, Steven enjoys spending time with his family and friends. He has a passion for the outdoors and tries to spend as much time as possible enjoying all that New Mexico has to offer.
Here are my areas of expertise
The focus of our practice is to help business owners and professionals create their best lives through proactive financial planning that is specific to their unique needs.
Wealth Management
Retirement Planning & Income Strategies
Estate Planning
Advisory Services
Business Planning & Succession
Qualified Plan Benchmarking
Qualified Plan Design Assistance
Disability Planning for Physicians & Dentists
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.
