He also holds the following designations and registrations:
- Financial Industry Regulatory Authority (FINRA) Series 6, 7, 26, 63 and 65 registrations
- Life, Health and Variable Life and Annuity insurance licenses in various states
- Certified Fund Specialist CFS®
- Certified Retirement Counselor CRC®
- Chartered Retirement Planning Counselor CRPC®
In the past, Steve worked in Respiratory Therapy and continues to be licensed in the states of PA and NJ. He is a member of the American Association of Respiratory Care (AARC) and the Pennsylvania Society of Respiratory Care (PSRC).
We believe in taking a comprehensive approach to financial planning and provide solutions particular to each client's needs, wants and desires. We are committed to achieving this by using unbiased investment advice that is specific to you and your best interest. By working together, you can make informed decisions about your money and the growth and protection of those assets for your benefit as well as your family.
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