Steven R Gardiner
Financial Representative|CPA, CLU®, CFP®, AEP®
Personal
- Married with two children, living in Whitefish Bay, Wisconsin
- Interests include: travel, sailing, cross-country ski racing, biking and photography
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.
Professional
Steven is an Estate and Business Planning Specialist with Northwestern Mutual. Steven's special areas of expertise include executive compensation, retirement benefits, business transition planning, personal needs analysis and estate analysis.
Prior to joining Northwestern Mutual, Steven worked for a major public accounting firm where he established and directed a national life insurance products consulting practice. During his eleven years in public accounting, Steven provided life insurance consulting services to several hundred corporations, including many Fortune 500 companies. In addition, Steven regularly assisted major life insurance companies with product marketing strategies and conducted numerous seminars on advanced life insurance planning. Steven also provided comprehensive financial planning services to key executives of major corporations.
Associations and Memberships
- Association for Advanced Life Underwriting
- Milwaukee Estate Counselors Forum(past president)
- Milwaukee Estate Planning Council(past president)
- Mid-Winter Estate Planning Clinic (program committee)
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Estate Planning
Multigenerational Planning
Business Planning & Succession
Business Employee & Executive Benefits Planning
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.
