Steve has worked with numerous individuals and businesses as a mortgage banker, business owner, business finance consultant and now as a CERTIFIED FINANCIAL PLANNER " Professional.
His practice encompasses retirement income planning, investment management, divorce settlement analysis and college funding strategies. He is a published author and regularly presents on these topics to businesses, civic groups and community organizations.
Steve works with a variety of individuals and families with a special focus on Baby Boomer pre-retirees, business owners, corporate executives and medical professionals.
Steve earned his Master of Science degree in Finance (MSF) from Bentley College with high distinction. He is also an honors graduate of the University of Massachusetts Lowell.
Steve holds the designations of CERTIFIED FINANCIAL PLANNER ", CHARTERED RETIREMENT PLANNING COUNSELOR ", ACCREDITED ESTATE PLANNER ®, and two college planning designations (CCFC® and CCFS®) based on testing and/or experience requirements.
Steve is a member and former executive officer of the Greater Merrimack Valley Estate Planning Council. Steve, formerly of Methuen, is a resident of Amesbury where he lives with his wife, Kristin, a Registered Dietitian, and sons, Spencer and Zachary and daughter Sabrina. He is an avid competitive cyclist.
General Information |
| Name of Custodial Firm: | Folio Institutional , Shareholders Service Group, Betterment Institutional |
| Number of Years with Current Firm: | 14 |
| Work with the following types of clients: | Businesses, Businesses, Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Can meet clients in the following ways: | Email, Phone, Your Home |
Firm Information |
| Advisor's Number of Clients: | 35 |
| Advisor's Number of Managed Clients: | 35 |
| Advisor's Number of Planning Clients: | 67 |
| Assets Managed by Advisor: | $13263151 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
Education |
| Chartered Retirement Planning Counselor | College for Financial Planning
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| MS | Bentley College
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| BA | University of Massachusetts, Lowell
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| CFP Education Program | Boston University & Tallahassee Comm Coll
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
