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W. James Steen CFP ®

W. James Steen CFP ®

Financial Advisor

Clients who work with Peak Advisory Group benefit from the unique money management process Jim has created and implemented at Petra Financial Solutions. Jim incorporated Petra Financial Solutions in 1998. 

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Learn About the Money Management Process

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Education, Early Career, and Peak Advisory Group

Jim received his CERTIFIED FINANCIAL PLANNER ® designation in 1984 and his Masters in Financial Planning in 1999. Jim graduated from the University of Rochester and served in the U.S. Navy (Vietnam era). Over his 30 plus years in the financial services profession, Jim has been an Investment Advisor Representative, a Registered Principal, an adjunct professor at Wright State University, an arbitrator for the NFA, served on the Board of the Dayton FPA for many years, currently serves on the steering committee for the Caring Cetera Foundation and is the Treasurer of Dayton Rotary Foundation Board. 

Petra Financial Solutions

Jim incorporated Petra Financial Solutions in 1998 and continues to serve as Petra Financial Solutions' President. Like Peak Advisory Group, Peak was founded with the goal of assisting their clients with important aspects of their financial lives. Through individual planning, they strive to help create financial stability and security in order to provide financial independence.

Petra's goal is to work with clients to develop and implement a financial plan designed to assist you in building a strong foundation for life and the different milestones that come along the way. 

Outside the Office

Jim resides in Clayton, OH, with his wife Cheryl. He enjoys golfing, water sports, reading, missions work, and is an avid Buckeye football fan.

Find out more about Petra Financial Solutions and their investment philosophy by visiting their website.