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Steven G. Gudmundson, MS

Associate Director

sgudmundson@gvcaponline.com

(208) 528-0846

Steven Gudmundson began his career in the financial services industry in 2015. He holds his current Series 65 securities registration as well and life insurance licenses in most states.

Steven originally received his master’s degree in health care, and spent 27 years in the field. He says, “My prior experience in health care—especially the time I spent working directly with aging cardiovascular patients—gives me real-world knowledge that helps inform my recommendations when it comes to putting the right amount and types of insurance coverage in place. I understand life’s potential adverse events and how they can devastate whole families, and I don’t want that to happen to my clients.”

During the time he spent in health care, the last 16 years of it were dedicated to establishing and growing business divisions inside hospitals. A natural entrepreneur, he’s also owned, built, and sold his own businesses in the past. “Since becoming a financial advisor, I’ve also been providing business consulting services to our clients because I understand the many aspects required, especially if you want to sell a business and retire or do something else someday,” Steven says.

As a financial advisor, Steven enjoys making a difference in people’s lives. “We are a full-service firm. From investments to insurance, we even provide help with estate planning strategies utilizing wills and trusts alongside estate attorneys. We also specialize in tactical portfolio management and services for our clients who have investments,” he says.

“So many people need help with investments and retirement and don’t know where to go to get it. We are that place.”

— Steven G. Gudmundson

“At Global View Capital Advisors of Idaho Falls, we help people plan for their futures, including their retirement. We help them invest in the stock markets and learn the proper ways to save as well as make money. We tactically manage the money our clients invest and do our best with that to miss as many of the down markets as we can while catching the upside of markets. This enables us to preserve our clients’ assets as much as possible, no matter what the markets are doing. Our approach, when compared to the normal buy and hold, is something that in the past only the wealthy could afford,” Steven explains.

As a financial advisor, Steven’s personal mission is to help his clients find success and financial security. Or as he puts it, “to design, grow, and protect the individual economies of families.” His favorite part of the job is seeing the excitement and happiness people feel when they follow a plan and are hungry for the next step. Steven expects his close relationships with clients to last a lifetime. “Life is about change and a financial plan should change as life’s circumstances do. I want to be there for the milestones. From start to finish, and all the changes in-between.” He’ll tell you it is a privilege and a great responsibility to be trusted by his clients.

Throughout his career, Steven has seen one common thread that brings success: Education coupled with opportunity. It has always been his philosophy to provide better education for those he serves and then to let them take an active role in the decision-making process. “No one knows your needs like you do,” he says. “The best thing I can do is to empower you with knowledge, and make you aware of the opportunities you have.”

Steven has lived in a lot of places, but his roots are in the mountains of the West. He attended Utah State University and holds degrees in exercise physiology and business, along with master’s degrees in education as well as cardiovascular rehabilitation. He did part of his medical training at the Mayo Clinic in Rochester, Minnesota.

Heavily involved in local community endeavors, Steven says, “I have always been a big supporter of cardiovascular health, especially in promoting education about heart disease in women. I brought the Red Dress Gala Award fundraising events to Southeastern Idaho to benefit heart and stroke patients.” Steven was also an active leader in scouting for over 40 years, teaching leadership skills to adults at Wood Badge and spending 10 years teaching in the National Youth Leadership Training (NYLT) programs. He served two years as an LDS missionary, and has spent decades coaching and shaping the lives of youth. “Shaping today’s youth is shaping the future. I love seeing people grow and learn how to succeed,” he says.

Married to his best friend, Jennifer, the couple lives in Idaho Falls and together have five grown children as well as several grandchildren. “We are looking forward to more,” he says. When he’s not working, Steven enjoys being a dad, coaching, teaching, gospel studies, dirt bike riding, shooting, serving others, fixing things, and trying to keep up with his grandkids. He’s been an athlete his entire life. He says, “In the past I have run many marathons (26.2 miles), even winning some. I’ve competed and finished Ironman distances along with long distance (100 miles) cycling.”

Steven grew up working on farms and ranches and learned the value of work early in life. In fact, his philosophy is that most things can be solved with hard work. He says, “I learned that you can make anything fun, even hard work. I love people and find the most enjoyment in helping others. Family is everything to me and I love being a husband and a father.”

Steve Gudmundson 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).

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.