Steve Lear, ChFC, CLU, BFA™
For more than 35 years, Principal and Financial Planner Steve Lear has been working to make people’s lives better. His career in finance began in 1980, following his graduation from the University of Wisconsin-Madison. In 1989, he founded an independent firm, which merged into Affiance Financial in 2000. Today, Steve works with individuals and business owners, helping them organize their finances so that they can concentrate their time and energy on family, work, philanthropy, and leisure.
Throughout his career, Steve has received several Advisor Awards. His prolific career has led to many writing and speaking opportunities. Steve has contributed to two books, “Happily Ever After...Expert Advice for Achieving the Retirement of Your Dreams” in 2007, and “The Boomer’s Financial Guide to Multi-Generational Planning” in 2010. Since 2010, Steve has made numerous appearances on Fox News and WCCO, discussing financial planning issues.
In addition to his financial planning work, Steve has founded or cofounded several small businesses and philanthropic organizations. These include: Affiance Coaching, which uses Kolbe Wisdom™ to help people and businesses succeed; Nechama, a volunteer disaster relief organization; BestPrep’s Financial Matters program, which helps students develop sound money management skills; and the Speakers’ Bureau of the Jewish Community Relations Council of Minnesota and the Dakotas, where he helped create a presentation called, “The Challenge of Peace: Israel and the Middle East.” Most recently, Steve instigated Tolerance in Motion, a mobile educational experience dedicated to the prevention of discrimination, prejudice, and bigotry.
Steve also devotes much of his time and energy to his community. He is an active volunteer—speaking, participating in workshops, and sitting on the boards of local organizations. In recognition of his community service, Steve has received a number of awards, including BestPrep’s Bunzel Volunteer of the Year Award in 2010 and Sabes JCC’s Community Innovator of the Year Award in 2015.
Get to know Steve—
- He and his wife, Sheri, are close to launching the last of their seven children and have two grandchildren.
- He recently made the transition from living in the suburbs to living in Uptown, and is enjoying everything city life has to offer. During the summer, you can find him riding around the lakes on his recumbent bike.
- He enjoys traveling—the Hawaiian island of Kauai is his favorite destination for relaxation; Israel is his favorite destination for recognizing the importance of appreciating differences and history.