
Steven Dawson,CFP®, CPWA®
Education and Licenses
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B.S. in Speech Communications, Texas A&M University Commerce
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M.S. in Managerial Economics, Texas A&M University Commerce
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The College for Financial Planning
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Licenses Held: Series 7, Series 66, Group 1, Series 9, Series 10
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Certified Private Wealth Advisor® Analyst
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Certifications: Certified Financial Planner® professional
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Advisory Committee, The Assistance League of Greater Collin County
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Adjunct Professor: Texas A&M University Commerce
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Foundation Board: East Texas A&M University
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Consultant, Under 1 Roof
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International Speaker
CEO, Branch Manager, and Financial Advisor
About Me
I have been working in the financial industry since 2008. I have been married to my wife Jalauna since September 2004 and we have 3 children - Carter, Seth, and Solomon. Seth and Solomon enjoy playing football. Seth plays trumpet in the school band. Carter is enjoying choir at school. I love reading with my sons and binge-watching episodes of Dragon Ball Z with them. I enjoy reading or watching programs about astrophysics by Dr. Neil DeGrasse Tyson. I love being a husband and father to my wife and children. I also enjoy international travel, writing financial articles, studying the Bible, volunteering for various non-profits, sharing the gospel of Jesus Christ and spending time outdoors with my family.
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My Why
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“What does it profit a man to profit the world and lose his soul.” Mark 8:36
My ultimate purpose for spending too much of my energy doing anything is to bring glory to Jesus Christ. I view myself as more of a steward of Dawson Private Wealth and God as the true owner. My staff and I enjoy serving people and providing a quality service to our community. I honestly believe in telling people what they need to hear and not necessarily what they want to hear. I believe that it shouldn’t take several days or weeks to get a call back from your financial advisor. As a result, my office prides itself not solely on helping to ensure clients reach their financial goals but also on the quality of service we deliver to them along the way. We believe that our commitment to excellent service and sound advice is a much needed and powerful value proposition to offer the public.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
