As a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative of Cetera Advisor Networks, LLC, Steve’s goal is to work with individuals and business owners to develop a comprehensive, cohesive, integrated financial strategy that fits their individual unique needs and enables them to pursue their short and long-term financial goals and objectives.

When working with clients, Steve encourages everyone to experience the full financial planning process in order to pursue their financial goals while identifying any strong or weak facets of their financial health. Embarking on this process together allows Steve to educate his clients on various investment options and risk management techniques, as well as empower them to make educated financial decisions on their own.

Working closing with his client's, Steve communicates with clients regularly as he reviews their investments and discusses any potential changes in their personal lives or financial situation. On the backend, Steve monitors and benchmarks all available investment options to keep top-rated investments accessible for his clients. In addition, he actively keeps current on short- and long-term economic forecasts and assists his clients with their everyday financial decisions - from budgeting and saving to long-term care planning. 

When working with clients, Steve focuses on critical planning areas including retirement, wealth management, investment and asset allocation, risk management, tax strategies, special needs, and estate and business continuity planning.

Outside of the office, he enjoys family dinners, music, exercise and playing golf.

Qualifications:

• CERTIFIED FINANCIAL PLANNER™
• Graduate of Bentley University with a bachelor of science degree in Accounting
• Graduate of the General Electric Financial Management Program
• FINRA Series 7 & 66 registrations
• Licensed in life, health and variable products
• Connecticut Long-Term Care Partnership Certified

Community Involvement:

• Member of the Society of Financial Services Professionals (FSP)
• Past board member of the Cheshire Chamber of Commerce (served as Treasurer)
• Past Special Olympics Connecticut local coordinator and golf coach

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.