About Our Firm

De Jong Financial Planning

1545 River Park Drive, Suite 407

Sacramento, CA 95815

Telephone: (916) 922-5508

Facsimile:    (916) 565-8955

 

 Dedicated to helping our clients achieve their life goals through thoughtful financial planning, objective investment advice and superior service.

Welcome to our web-site. We appreciate your interest in our services. We are a Sacramento based financial planning company specializing in fee-based asset management services, investment management consulting, insurance services, estate and retirement planning. Our clients are typically individuals and closely held business owners including entrepreneurs, agribusiness owners, key persons, professionals, widows, divorcees, retirees and pre-retirees The selection of a financial advisor is an important step and we want you to have a solid basis for your choice.

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 Steven H. De Jong

Certified Financial Plannerä 

Designations and Degrees

Certified Financial Planner

College for Financial Planning

Denver, CO

Bachelor of Arts, Economics

Calvin College, Grand Rapids, MI

Associate of Arts, Agribusiness

Modesto Jr. College, Modesto, CA

 

Registrations and Licenses

Multi-Financial Securities Corporation

  Registered Principal, General Securities   

  Registered Representative, General Securities

Registered Investment Advisor, California

Life & Disability Insurance Agent, California

Variable Annuities Agent, California

Professional Associations

Financial Planning Association

Sacramento Estate Planning Council 

 

Business Experience

Principal, Certified Financial Planner

De Jong Financial Planning

1985 – Present

President, De Jong & Welch Properties

1981 – 1985

Associate Director, Governmental Affairs

  and Registered Lobbyist

California Farm Bureau Federation

1976 – 1981

Marketing Director

Institutional Systems National Corp.

1976 – 1977

Territory Manager, Sales and Marketing

Burroughs Corporation

1973 – 1975

 

Community Service

Point West Rotary – Past Member

 

Personal

Wife, Frances

Two Grown Sons, Matt and Joel

Interests: Golf, Biking, Hiking, Scuba Diving