Steve Eklund
Partner Advisor
With more than three-decades of financial sector experience, Steve Eklund is a partner-advisor in Allworth’s Roseville, California, office. The father of Allworth-partner advisor Allison Scoggin, Allworth Financial now has two father-daughter advisory teams in the firm. Originally from the Midwest, and a proud graduate of the University of North Dakota, Steve was the principal of his own successful Roseville-based advisory firm for many years. “I consider clients to be like family, and so I’ve been very fortunate to find a career where I know that what we do makes a real difference in people’s lives,” he said. An occasional golfer, Steve lives with his wife Darlene in Lincoln, California.
Education and Certifications
Who I work with
What guides my approach
With more than three-decades of financial sector experience, Steve Eklund is a partner-advisor in Allworth’s Roseville, California, office. The father of Allworth-partner advisor Allison Scoggin, Allworth Financial now has two father-daughter advisory teams in the firm. Originally from the Midwest, and a proud graduate of the University of North Dakota, Steve was the principal of his own successful Roseville-based advisory firm for many years. “I consider clients to be like family, and so I’ve been very fortunate to find a career where I know that what we do makes a real difference in people’s lives,” he said. An occasional golfer, Steve lives with his wife Darlene in Lincoln, California.
“I am blessed to work with my daughter, Allison, which is important to me. And I am proud of the work we do at Allworth because it helps people live better lives.”
- Steve Eklund, Allworth Partner Advisor
More About Steve:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9