Steve Callaham, LPL FINANCIAL PLANNER

Client Vision

Steve has worked in the financial services industry since 2001. During this time, he has worked with hundreds of families, individuals and small businesses to pursue their financial goals. He has the comprehensive education and experience to handle all aspects of a person's financial situation. He was drawn to Financial Planning because of his sincere desire to help others. He gets tremendous satisfaction from working with young couples just starting out as well as retirees requiring direction with their income and wealth management strategies.

Areas of Expertise

  • Financial Planning

  • Wealth Management

  • Life, Disability, and Long Term Care Insurance

  • Small Business Planning

Education/Certification

  • Bachelor of Arts in Political Science, Furman University

  • Holds FINRA Series Registrations 66 and 7 through LPL Financial

  • Holds State Securities Licenses: CA, FL, GA, IN, MA, OH, VA

  • Holds State Insurance Licenses: CA, FL, GA, IN, OH, VA

Outside The Office

Steve is an Atlanta native and graduate of Marist High School. He is married and resides in Alpharetta with his wife, Jessica, and children, Ryan and Madeline. He enjoys playing golf, bridge, watching sports, coin collecting and spending quality time with his family.

"I joined Karen Lee and Associates, LLC in 2010 and have been thrilled with the added resources and knowledge available to me. The team at KL&A, along with our relationship with the IFG consortium, will positively impact my ability to properly serve my clients for the long term." - Steve Callaham

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About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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Services

We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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