 |
|
|
Steve Baru
Steve is a financial advisor located at Security Bank of
Kansas City . He is a Registered Representative with the broker/dealer Bankers & Investors Company and has been serving
Kansas City as a financial advisor since 1987.
Steve practices comprehensive financial planning and works with individuals and companies by designing personalized programs matched to their goals and objectives. One of his many specialties is working with financial institutions and their customers to provide access to a full array of insurance, investment products, dependable service and professional assistance that complement the services offered by Security Bank of
Kansas City . Steve also has specialized training in socially responsible investing, is a member of the Social Investment Forum and is listed as a financial advisor in the National Green Pages. Steve received an MBA with an emphasis in finance, international business and strategic management from the
University of
Kansas and has studied abroad in China, India, Italy and
France . His bachelor’s degree is in economics. Steve completed his Certified Financial Planner training at the
College of
Financial Planning . Steve has had an extensive career in financial management, including serving as vice-president at the investment firm of Dean Witter and on the Investment Advisory Committee to the Sierra Club Mutual Funds.
He also has a strong commitment to community and volunteer activities. Steve is a commissioner on the Board of the
Johnson
County
Parks and Recreation District, and has served as a member of many
Johnson
County taskforces as well as Overland Park Chamber of Commerce committees. Steve is a former chair of both the Regional Board for Employment Investment Work Force and the Kansas Sierra Club.
"As your financial advisor I am committed to helping you build a sound and responsible financial plan that is right for you. I can provide a package of asset accumulation and protection products that can help you meet your personal financial objectives, whether those objectives involve planning a comfortable retirement, saving for that special goal, or managing your investments."
|
|
 |