Steve Olafson, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Steve Olafson is a wealth management financial advisor based in Omaha, NE.

Steve joined CAPTRUST in 2022 from Frontier Wealth Management and serves as a vice president and financial advisor. He has more than 20 years of experience in the financial services industry, focusing on asset allocation, investment management, tax analysis, estate planning, and retirement planning.

Steve earned a Bachelor of Arts degree in English from Creighton University and holds a Certified Financial Planner (CFP®) designation. Outside of work, he enjoys playing golf and the guitar, as well as watching Colts football.

Education

  • Bachelor of Arts degree in English from Creighton University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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