About

Florida Health Agent License #E094922

Florida Health Agency License #L050583

National Producer Number (NPN) 7939021

2016 Marketplace Certified Agent

20+ Years in the Financial Industry

10+ Years Specializing in Health Insurance 

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William graduated with a B.S. in Business Administration & Finance from California State University of Northridge (CSUN) in 1992.  After working for Invesco Funds Group for 7 years, and Janus Funds for another 5 years; Steffen Financial Inc was launched in 2004.  I found my niche with private health insurance and Health Savings Accounts (HSA’s) soon thereafter. When the massive health care reform law (ACA) passed in 2010, I realized my clients were going to need a knowledgeable adviser to navigate the new complicated ACA landscape.

FLHealthAgent.com is an extension of that belief, and communicates exactly what I do for a living.  It’s a destination for the increasing trend of Florida consumers seeking valued advice from a Florida Licensed Health Agent.  I look forward to working with you.