Get to Know Steve:
What is the best advice you have ever received?
Don't ever stop growing and learning as a person
Why do you do what you do?
It’s about relationships. I get to develop relationships with families from different backgrounds and get the opportunity to help improve their overall financial situation. I am very blessed to say that I am passionate about my career.
What do you enjoy doing outside of work?
I like to fish, golf, cook, spend time with my family and root for Rutgers Athletics.
Professional Biography:
Steven has 14 years of experience in the Financial Services industry. He is a graduate of the Rutgers Business School (New Brunswick, NJ) with a Bachelor’s degree in Finance. He also earned the CFP® (Certified Financial Planner)TM designation.
Steven's practice focuses on Financial Planning and Asset Management. He enjoys dynamically showing clients what impact different financial decisions they make could have on their personal financial strategy.
Steven currently resides in West Long Branch with his wife Teri and their three daughters.
Steven holds FINRA series 7, 66, and his Life and Health insurance licenses.