Current Position:
Private Wealth Advisor at Up FinancialExperience:
17 yearsLocation:
Penticton, British Columbia, CanadaJan 2025 - Current
Jan 2019 - Dec 2024
Nov 2017 - Jan 2019
Aug 2016 - Nov 2017
Jan 2008 - Dec 2012
Jan 2009 - Dec 2011
CFP® - Certified Financial Planner at FP Canada
QAFP™ - Qualified Associate Financial Planner at FP Canada
Canadian Institute of Financial Planning
Okanagan College
Strathmore High School
Name: Up Financial
Location: Calgary, Alberta, Canada
Employees: 1-10
Description: Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and suc...
What is Steven Theimer's minimum period of employment in the companies?
Steven Theimer's minimum period of employment in various companies is 1 year 2 months.What is Steven Theimer's average duration of employment for different companies?
On average, Steven Theimer works for one company for 3 years 3 monthsWhat industries has Steven Theimer worked in?
Steven Theimer works in the Financial Services. Previously, Steven Theimer worked in the Banking, and Restaurants.What positions has Steven Theimer held before?
Previously, Steven Theimer worked as a Certified Financial Planner, and Financial Service Representative II, and Personal Banking Representative, and Manager.How do I contact Steven Theimer?
Steven Theimer's email address is t***********n@upfinancial.ca, phone number is +1-***-***-0509. Sign up to get contact details.Who are Steven Theimer's peers at other companies?
Steven Theimer's peers at other companies are Christian Carrera and Faith Ong Yan Ying and Maria MerrillFind email for 850M+ professionals