Steve is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry for over 20 years and a financial advisor for over 10 years. He likes to work with Gen X and Y clients not only because he is a Gen Xer himself, but he sees that usually only executives and retirees get attention from most advisory firms.He is originally from the New England area and currently lives in South Charlotte with his wife, two kids and a few fish (that he works hard to keep alive).
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.”.
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
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