Petra Financial Solutions, Inc.-Wm. James Steen
385 Regency Ridge Dr., Dayton, OH 45459
(937) 619-5949
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Petra Financial Solutions, Inc. is an independent financial services firm providing high quality financial services to a variety of individuals, families and businesses. We believe the financial planning process and objective advice are the foundation for making sound financial decisions. Our professionals are committed to financial education for themselves and our clients. We conduct educational workshops on financial planning matters to a wide variety of audiences to help attendees gain the skills needed to achieve maximum benefits from the planning process. Through individual personal planning, we help our clients achieve financial stability and independence to allow them to enjoy a life of purpose and meaning.
Our proprietary Petra Financial Solutions advisory management process utilizes a strict buy/sell discipline across multiple global markets. Our portfolios follow a tactical approach by targeting the market segments showing the highest levels of Relative Strength (RS). We believe this strategy provides a systematic and disciplined way of overweighting asset classes when they are in favor on a RS basis, and also provides a way of putting cash alternatives into the mix when there is no better place to be.
Another value benefit at Petra Financial Solutions is our Estate Organizer. We have created a digital, fillable tool to help our clients organize important facets of their lives – areas which will one day become their estate. Using our Estate Organizer, we help them become the professional planner of their estate today so that in the future it is ready for their loved ones. The fillable format of the organizer has been uniquely designed to streamline the process of accumulating important estate information and documents.
Petra Financial Solutions was incorporated by Jim Steen in 1998. Jim received his CFP® designation in 1984 and his Masters in Financial Planning in 1999. Over his 30 plus years in the financial services profession, Jim has been an Investment Advisor Representative, a Registered Principal, an adjunct professor at Wright State University, an arbitrator for the NFA, served on the Board of the Dayton FPA for many years, currently serves on the steering committee for the Caring Cetera Foundation and was the Treasurer of Dayton Rotary Foundation Board. Other team members include his wife, Cheryl, Anne Ames, and Kristen Picard.
Securities and advisory services offered through Cetera Advisors LLC, member
FINRA/
SIPC, a broker/dealer and a Registered Investment Adviser. Cetera Advisor Networks LLC, is under separate ownership from any other named entity. Contact Wm. James Steen, President, Financial Advisor, at (937) 294-9000.
