FiduciaryCFPEA

    Steve Templeton

    President

    Templeton Financial Planning
    Pittsburgh, Pennsylvania20 years experienceNo minimum minimum

    About Steve

    Steve Templeton is President of Templeton Financial Planning and has 20 years of experience in the financial services industry. Steve is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and serves as a trusted guide and financial advocate. Member of: National Association of Personal Financial Advisors; Alliance of Comprehensive Planners; National Association of Tax Professionals.

    Areas of focus

    Credentials & background

    Designations

    CFPEA

    Licenses

    Series 63Series 10Series 9Series 7

    Clients served

    Medical Professionals

    Registered in

    Pennsylvania

    The firm

    Templeton Financial Planning

    Templeton Financial Planning provides Financial Management and Planning Services to individuals and families in all stages of the Financial Life Cycle.

    651 Holiday Drive, Suite 300 Foster Plaza Center, Building 5, Pittsburgh, PA 15220