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About Steven Sorensen

GVCA » Idaho Falls

Steven P. Sorensen

Executive Director

ssorensen@gvcaponline.com

(208) 528-0846
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Get Started with Steven Sorensen

Steven P. Sorensen has almost 30 years of experience in the financial services industry helping people from all walks of life with their investments and insurance. In addition to a bachelor’s degree in business administration and marketing from Idaho State University, Steven holds his current Series 65 securities registration and is licensed in life and health insurance in many states.

To better serve the community, Steven offers free workshops addressing proper financial and investment planning for the future, as well as free no-obligation consultations. He stresses that many people have questions, or simply want a second opinion on their current plan. He offers advice about IRAs, 401(k) plans, mutual funds, managed accounts, annuities, life insurance, retirement planning and more. As he puts it, “You have dreams, goals and desires for your future, let me help you write a plan and put it into action.”

Steven contributes to the success of his clients by bringing his nearly three decades of life, business and investment experience to the table when he designs and implements plans for them. He is passionate about what he knows and what he has seen. He says, “I’ve lived through two major market corrections that have given me a wealth of knowledge that I’m able to share with my clients. I have watched people win big and lose mightily in and around investment markets.”

“And while anyone can tell you hindsight is 20/20 and the future is still unpredictable, understand this: there are ways to manage risks and protect yourself. You can hire a Tactical Manager. And this may be one of the most important decisions you make for your money.”

“Make a plan to win the money game.”

— Steven P. Sorensen

“I have real life experience spanning across two major market corrections that fuel my passion about delivering on the mission of Global View Capital Advisors to help design, grow, and protect the personal economy of families. I would be honored to share with you what I have learned,” Steven says.

Steven thoroughly enjoys working with clients. His clients become his friends and he cherishes the relationships he has with them. He says, “My mission with my clients is to help them win the money game and build a pile of money big enough that the interest would pay their bills and meet their needs.”

Steven and his wife, Ronette, are the proud parents of two sons, four daughters, two daughter in-laws, and five grandkids. His hobbies include playing the guitar, singing, riding motorcycles and boating with his family. He is an active member of the Church of Jesus Christ of Latter-day Saints and serves and volunteers regularly. As he puts it, “It gives me great joy to serve my neighbor. I want to help people in all aspects of their lives.”

Steven Sorensen is an Investment Adviser Representative (“Adviser”) with Global View Capital Management (GVCM), and an Insurance Agent of Global View Capital Insurance Services (GVCI). GVCM and GVCI are affiliates of Global View Capital Advisors (GVCA).

Videos Featuring Steven Sorensen

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Get Started with Steven Sorensen 5m06s
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GVCA Idaho Falls: Meet the Team

At Global View Capital Advisors of Idaho Falls, we keep things simple. We believe that being a good advisor means building a long-lasting relationship with you – the client. We want to be there with you through life’s journey as you make the financial decisions that help you achieve your dreams and goals. We conduct a thorough review of your current financial situation and recommend practical steps for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you. Our firm is structured to support and our advisors are guided by the fiduciary principle – placing you and your best interests first and foremost at all times. We help you design, grow, and protect your personal economy.

We listen. We advise. We care.

Steven P. Sorensen

Executive Director

Garth Hassel

Executive Director

Christopher Kunz

Executive Director

Steve Gudmundson

Associate Director

Take the PRO Edge Challenge!

If you’ve been told you need to have millions saved before you can retire, you’ll want to take the PRO Edge Wealth Challenge. If your retirement income is banking on a cookie-cutter 60/40 pie chart of stocks and bonds, we’ll show you just how far $500,000 in your portfolio may go in retirement—it may be a lot farther than you think. Best of all, it’s free to get your proposal.

Yes, I’d like to see how far my $500,000 nest egg will go!

Name

I am Ready to Take the Challenge!

Is your confidence in your current advisor strong enough to handle a second opinion, even if that advisor is you handling your own finances? We’re willing to block out 20 minutes to listen, share ideas, and see if we’re a good fit to work closely together to design, grow, and protect your wealth through the generations. Call us at (208) 528-0846 or send us a message here.

Address:
765 South Woodruff Ave, Ste 2
Idaho Falls, ID 83401

Contact Information:
Phone: (208) 528-0846
proedgewealth@gvcaponline.com

Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. (262) 650-1030. Additional information can be found at www.adviserinfo.sec.gov.

Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030.