First Command Financial Advisor - Steve Vergara

Business Information
Steve Vergara joined First Command Financial Services as a Financial Advisor in October 2008. Previously, he served as a banking center manager at Bank of America.

A graduate of Robert Morris College with a bachelor's degree in business administration and an associate's degree in computerized business systems, Steve holds Series 6, 63 and 65 securities licenses plus state life, health and variable annuity insurance licenses.

Steve advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Steve is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey.

Married with two children, Steve enjoys spending time with his family and watching his favorite teams, the Chicago Cubs, Chicago Bears and Chicago Bulls.




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management