Steve Woodley

RETIREMENT PLAN CONSULTANT

Steve is a Retirement Plan Advisor at Channel Financial and specializes in working with smaller-size, emerging growth companies. He acts as their trusted advisor in helping them to select and design the most appropriate retirement plan for their company. Steve loves working with his clients and building long-term relationships with them.

Steve started working in the retirement plan industry way back in 1993 (when the Dow Jones Industrial Average was at 3654 and the average cost of a new house was $113,000). He joined Channel Financial in 2011 after working for 17 years at Foster Klima & Co.

Steve is a life-long Minnesotan and values spending quality time with his wife and two sons. Steve and his wife enjoy activities such as cooking, biking, and other outdoor sports. They are all big sports fans (especially college football) and enjoy watching Minnesota Gopher football games. As a family, they also love visiting the North Shore area every summer.

Phone: 763-231-7583

Email: swoodley@channelfinancial.com

Education & Training

  • Bachelor of Science, Accounting, St. John’s University
  • CERTIFIED FINANCIAL PLANNER™ Professional

Areas of Expertise

  • Retirement Plan Consulting
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