Steve is a Nineteen-year veteran of the Financial Services Industry. He obtained his Series 6, and 63 licenses in 2004, before joining a local Financial Planning firm. He was responsible for analyzing, and updating Client planning documents, Mutual Fund positions, as well as their Life Insurance policies, and Annuities.
In 2013, Steve resigned his FINRA license, to become a Solo Financial Planning practitioner. He obtained the Series 65 license, as well as the CFP® designation, and launched his own office with Latitude Advisors, LLC., as an Investment Advisor Representative. Working with mostly Airline Pilots like himself, and other highly successful professionals, he was responsible for the Financial Planning process, and portfolio management.
Words I Live By
The Client comes first, and deserves respect, understanding, and loyalty.
You Should Know…
- I serve as an officer for a local charitable foundation.
- I have been taking Golf lessons for forty-five years.
My Literary Love
- “Benjamin Franklin” – Walter Isaacson
- “Lure of the Links” – David Owen
The Best Getaway
- Ocean City, NJ
- Aruba
- Kaanapali, HI
My OneSeven Reason
With the best team to collaborate with, I can help many more people reach their goals.
