Steven E. Brendle

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“I have a genuine interest in our clients’ success. Getting to know clients on a personal level allows me to understand their goals and perspective. Helping clients with achieving these goals provides the greatest satisfaction in my work.”

Steven E. Brendle, CFP®, CPA, PFS

President

E-mail:  sbrendle@brendlefinancial.com, sbrendle@brendlecpa.com

As owner and president of Brendle Financial Group, LLC and Brendle CPA, P.A., Steve’s professional focus lies in customized tax and financial planning for individuals, families and family-owned businesses since 1976.

With extensive experience helping clients reach their goals, Steve brings skillful expertise to the table. His detailed, focused approach has benefited hundreds of clients throughout the years, assisting them with challenges such as implementing new accounting systems, reducing tax liability, creating a solid succession plan or establishing an estate plan to provide future financial security. Passionate about helping others succeed, Steve also shares his time and talent serving on boards for various industry and community organizations.

A firm believer in continuing education, Steve attributes his success to determination, attention to detail, and a willingness to learn from his peers and mentors. He has won numerous awards throughout his professional career, including awards for excellence in wealth management and financial planning.

A North Carolina native, Steve resides in Winston-Salem, where he enjoys spending time with friends and family, playing a round of golf, fishing, and driving BMWs.

Designations:
CERTIFIED FINANCIAL PLANNER® (CFP)
Certified Public Accountant
Personal Financial Specialist (PFS)

Licenses:

Has passed FINRA Series 7 and 66 Examinations
Licensed Life and Health Insurance – North Carolina

Memberships:
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants (NCACPA)
Winston-Salem Estate Council

Education:
University of North Carolina, Charlotte, B.S. Accounting

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. 

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory ServicesSM         

** Insurance services offered through an Avantax affiliated insurance agency.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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