"My perfect day would include waking up before the sun in Aruba to work out, spending the day with my family on the beach, then a family dinner at the beach while the sun goes down."
Steven brings over 14 years of experience in the retirement services industry and is a Alliance Relationship Manager at SFP Wealth. Steven is responsible for building and running the new advisor support program at Baystate Financial to help advisors compete in the retirement plan space. With the launch of this infrastructure and Steven at the helm, advisors across the Baystate Financial network will now have a dedicated team to help them successfully grow, manage, and scale their retirement plan business.
Steven has a bachelor’s degree in business administration with a concentration in Finance and carries the Accredited Investment Fiduciary (AIF®) designation, the Certified Plan Fiduciary Advisor (CPFA®) designation and holds the Series 7 and 66 licenses as well as his producer’s Life Accident and Health or Sickness insurance licenses.
Steven lives in Roslindale with his wife and daughter and enjoys spending time with his family and friends, getting in a daily workout, traveling, or spending time at the beach.