Why Credentials and Education Really Matter
I’m the type of person who craves knowledge and seeks education in just about every area of my...
David Strege CFP® CFA CKA® Senior Financial Planner
David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, helping individuals and families lay out an integrated personal financial plan to efficiently get them from where they are to where they want to be. He also serves on the investment committee and is chairman of the board of directors. David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017. David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018.
Gotta Love Being Paid to Go to the State Fair
Our family made our annual pilgrimage to the Iowa State Fair in the summer of 2019. As we toured...
Why Syverson Strege is Here to Stay
Clients tell me, “You can never leave!” And I’ve had clients ask me when Johnne Syverson and I are...
Parenting the Parent Series: Senior Housing 101
Senior Housing 101 There was a time when older Americans lived with a certain dread that they might...
Parenting the Parent Series: Aging Parents and Money Management
Many find it challenging to successfully manage their own financial matters, whether it is paying...
Parenting the Parent Series: Managing Lifestyle and Financial Concerns
There was a time in our culture when multiple generations routinely lived under the same roof and...
Skip the Trip! Apply for Social Security Benefits Online!
After working with your Financial Planner to determine when to apply for Social Security benefits,...
Education About Life Transitions
As life transitions occur additional education and guidance is sought. Retirement from full time...
Powerball: How to Manage Sudden Windfall
The Powerball of over $1.6 Billion finally was won on three separate tickets in different states....
The Problem with Target Date Funds
Many times we see people that have selected a Target Date Fund (TDF) for their retirement plan...
