About the Instructor

For over two decades, Steve has been working in the financial services sector. He graduated from Cornell University with a degree in Business Management and has earned the professional designations ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner).

He is passionate about helping people reach their financial goals and is also a firm believer in the power of long-term planning and goal setting. Steve works to ensure that attendees have there sources and guidance they need to reach their desired objectives. Steve's experience has helped him understand how to communicate complex topics in a way that is easily understood. He strives to educate and empower people, so they have the knowledge and confidence to make informed decisions.

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