Steff Chalk currently serves as the Director of Advisor and Client Solutions at Fiduciary Consulting Group, Inc., where she leverages her extensive experience in financial services to drive innovative educational initiatives and client engagement strategies. With a robust background in leading businesses through both in-person...
Steff Chalk currently serves as the Director of Advisor and Client Solutions at Fiduciary Consulting Group, Inc., where she leverages her extensive experience in financial services to drive innovative educational initiatives and client engagement strategies. With a robust background in leading businesses through both in-person education and e-Learning, Steff has successfully designed and implemented comprehensive training programs tailored for a diverse clientele, including banks, broker/dealers, global investment managers, endowments, foundations, and insurance carriers. Her expertise in Learning Management and Educational Technology enables her to create impactful learning experiences that enhance understanding of complex financial concepts such as 401(k) retirement savings plans and asset allocation strategies.
At Fiduciary Consulting Group, Steff is instrumental in developing solutions that not only meet regulatory requirements but also empower advisors and clients to make informed financial decisions. Her commitment to fostering strong partnerships with clients allows her to identify unique challenges and deliver customized strategies that drive meaningful results. Steff’s proficiency in business planning and financial planning, combined with her deep understanding of investment strategies and retirement solutions, positions her as a trusted advisor in the industry. As she continues to lead key projects that enhance educational offerings and client solutions, Steff remains dedicated to advancing the field of fiduciary consulting and improving the financial literacy of advisors and their clients alike.
