Capital Strategies, Beyond Wealth
Steven Sorenson is a seasoned financial services professional with extensive experience in various leadership roles within the investment management sector. Currently serving as a Financial Services Professional at Capital Strategies and Beyond Wealth since July 2025, Sorenson is also the President of RSI Trading and Research, an investment management firm specializing in proprietary securities trading and portfolio management. Previously, Sorenson held positions such as Chairman at Vistage Worldwide, Inc. and Managing Director at CBRE Investment Management, where significant contributions included expanding distribution for ING across North America, Europe, and Asia, and growing assets under management from $3 billion to $25 billion. Other notable roles include Managing Director at Gartmore Global Investments and National Sales Manager at Van Kampen Funds, which became part of Morgan Stanley Investment Management. Sorenson began his career as Regional Director at Neuberger Berman, where the first office outside of New York City was established. Steven Sorenson holds a Master’s degree from Central Theological Seminary.
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Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing