Steve Sanduski, CFP®

Steve Sanduski, CFP® has over 35 years of experience in the financial services industry. Steve began their career in 1984 as a Pricing and Scheduling Analyst at Caterpillar Inc. where they developed production schedules and set prices for the company's track-type tractor product line. In 1989, they moved to HP as a Financial Analyst, where they prepared management accounting reports and long-range financial forecasts. In 1990, they joined Call Interactive as a Financial Manager, where they were responsible for general financial analysis and prepared annual budgets and financial forecasts.

In 1993, Steve joined Securities America, Inc. Member FINRA/SIPC as the Vice President of Business Development. As part of a small team, they helped design, launch, and manage the company's Registered Investment Advisory (RIA) firm. During their tenure, assets under management grew from $0 to $1.8 billion. In 2001, they joined Carson Coaching (formerly Peak Advisor Alliance) as the Managing Partner. During their tenure, the company grew from 0 to 1,000 coaching clients and became the largest financial advisor coaching company of its kind in the financial advisory space.

In 2012, Steve founded Belay Advisor, a business coaching company that helps build companies through coaching financial advisors and leaders on the issues most important to them. In 2016, they became the CEO and Co-Founder of ROL Advisor, a suite of digital Discovery Process Tools that augment a financial advisor's ability to get their client's story and create a Life-Centered Plan. In 2014, they began hosting the Between Now and Success Podcast, where they interview top achievers and visionary voices to bring listeners the strategies, tips, and tools they need to succeed. In 2020, they began hosting the Barron's Advisor Podcast, where they interview an eclectic mix of top achievers in a variety of fields and translates how their learnings apply to financial professionals. Finally, in 2021, they began hosting the Digital Money Advisor Podcast, a passion project where they delve into their fascination for Bitcoin, its related technologies, and the philosophy underpinning it.

Steve Sanduski, CFP® obtained their MBA from Indiana University Bloomington, their B.S. in Finance from Illinois State University, and their Certified Financial Planner certification from the College for Financial Planning. In November 2021, they obtained a DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals. Steve also holds a Certified Financial Planner certification from the Certified Financial Planner Board of Standards, which they obtained in October 1996.