Steve Harpham, CFP®, CRPC®, CKA® in

Steve Harpham, CFP®, CRPC®, CKA®

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Lead Advisor Range Financial Group at Range Financial Group
📍 Lake Oswego, Oregon, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Lead Advisor Range Financial Group
Job Level
Mid-senior
Location
Lake Oswego, Oregon, United States
Personality Overview

How Steve shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Steve cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2020
Lead Advisor Range Financial Group
Range Financial Group
8-2016 - 3-2020
Investment Advisor
Human Investing
9-2009 - 8-2016
Financial Planner and Owner
Living Water Financial Advisors
Financial Advisor
Great Oak Financial Group
Controller; Finance Manager; Operations Manager
United Parcel Service
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Science in Personal Financial Planning
College for Financial Planning
1985 - 1986
BS
Warner Pacific University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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