Steve Hoglund, CFP®

Steve Hoglund, CFP®

Senior Financial Advisor

Steve Hoglund merged his investment advisory practice with Capstone Wealth Advisors in the Fall of 2018. From 2009 to 2018 Steve served as an advisor and was the founding Partner of PATH Wealth Management. His advisory career has spanned 20 years consulting clients, both personal and business, with their wealth management. On the business side, this includes employee benefits, retirement plans, executive compensation, and succession planning. On the personal side, this includes risk management, retirement planning, investment strategies and financial planning.

Steve has been a resident of the Seattle area for almost 50 years and he currently lives in Bellevue, WA with his wife, Michelle. They have raised four daughters who are all either attending college or beginning careers of their own. For fun, Steve enjoys running, concerts, golfing and traveling. As an avid Husky fan, tailgates and football games are part of most weekends come September.

Steve has been a frequent speaker at Overlake Hospital and has been named one of Seattle Magazine’s Top Wealth Managers since 2012. He has served on the Board of Directors for the Seattle and Eastside Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and the Advisory Council of the Washington Society of CPAs.

Steve received his Business and Accounting degrees from the University of Washington in 1992, CPA designation in 1994, AIF designation in 2009 and CFP designation in 2020.