Our Qualifications

Steve brings over 20 years of experience in the financial services industry. He received BA degrees in both Finance and Risk Management and Insurance from Temple University Fox School of Business. He also holds the following designations:

Professional Designations:

- Financial Industry Regulatory Authority (FINRA) Series 6, 7, 26, 63 and 65

- 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®


Steve has also completed coursework from the American College to become a Candidate for the CFP® certification. 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).