College Funding Systems
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Steve Haroldson

Associate Advisor

Steve Haroldson joined College Funding Systems and Grossman & Associates Financial Services, Inc. in the fall of 2017. Steve has a Master’s degree in Education and is an adjunct professor at the Community Colleges of Spokane and teaches a very popular adult extension course based on his most recent book: Building A Solid Foundation for TrueWealth.

Steve grew up in north central Washington State graduating from Omak High School in 1971. He earned his Bachelor’s degree in Music Education at Eastern Washington University, Cheney, WA in 1975 and completed his Master’s degree in Education there in 1985.

Most of his 26 year professional career has been spent as a music teacher in Washington State public schools. When his school suffered the loss of an important levy, the music program was cut and he was asked to teach a variety of classes including business math and personal finances. What could have been a disappointed loss turned out to be an amazing new opportunity. Steve discovered that teaching students how to responsibly manage their finances was his natural gift.

He retired from teaching in 2007 to pursue a new career in financial services. In 2012, because of his strong interest in providing solid financial advice, Steve began hosting the SmartWealth radio show and started teaching financial preparedness classes to individuals and couples nearing or at retirement. He has also authored three books: Building A Solid Foundation for TrueWealth; Eight Perspectives On Prosperity Economics; and a book dedicated to charitable giving entitled My Brother’s Hat which is nearing completion and will soon be in print.

Steve also served in the military for nearly 27 years as a singing entertainer and band musician with the Air National Guard Band of the Northwest. He performed to televised audiences of over two million and live audiences of up to 60,000 on four continents. He retired from military service in 2012 as a Senior Master Sergeant.

Steve and Sandy have three children and six grandchildren. Their youngest son, Jonathan, is now in his senior year in high school. “Just like you, we attended a college funding seminar and discovered unique strategies to help fund Jonathan’s college career.” But Steve and Stuart also discovered they had similar interests in helping clients with college financial aid issues. Steve joined Stuart Grossman & Associates Financial Services, Inc. in the fall of 2017 and is now a key Associate Advisor.

“I highly value education. Teaching was my professional career for over 26 years. Then I discovered my passion for teaching responsible financial management. Now I have combined these lifelong interests. At Grossman College Funding Systems, our students are discovering their natural giftedness and how and where to pursue preparation for a lifelong career. We also work closely with parents, protecting their hard earned money using unique strategies to fund college without putting all of their future planning needs at risk.”

College Funding Advisors