Steven is a CERTIFIED FINANCIAL PLANNER™ with a passion for providing clients with strategies that strive to align with their goals and aspirations. With over two decades of experience, since 1998, Steven has honed his expertise in providing customized guidance and support through the implementation of personalized strategies tailored to each client’s unique goals and circumstances. His background includes extensive and ongoing continuing education courses focusing on the latest financial strategies. Steven’s commitment
to his clients is unwavering. Steven is a fiduciary in advisory relationships, and adheres to strict ethical standards, striving to ensure that his clients’ best interests always come first. His experience includes comprehensive financial planning encompassing retirement and income planning, asset and income risk management strategies, long-term care planning, estate planning, and wealth transfer.
In addition to his CFP® designation, he also holds the Certification in Long-Term Care (CLTC) designation. Steven holds various licenses including series 6, 7, 63, 65, and 66, as well as life and health licenses.*
He is licensed to serve clients in various states, including CA, CT, DE, FL, NC, NJ, NY, PA, SC, TN, and TX.
Outside of work, Steven treasures time spent with his family. He is happily married to Marietta, and they are proud parents to Jessica and Matthew. In his spare time, Steven enjoys diving into a good book, experimenting with new recipes in the kitchen, and spending quality time with friends and loved ones.