Steve is the webmaster for this website. He is a partner at Ideas Inc.
Since 1996, Ideas Inc. has provided administration and website services for financial planners and analysts, including The Financial Planning Association (FPA®) and The Charter Financial Analysts (CFA) Institute. We regularly create chapter newsletters and web pages following the guidelines and trademark rules of FPA, CFP Board, CFA Institute and other related agencies. We have extensive experience in advertising, coordinating and administering their events. We promote sponsorships, speakers and programs within compliance of national guidelines and state regulations. We have applied for and processed hundreds of hours of continuing education credits in multiple states and accrediting agencies.