I find great fulfillment in helping people, particularly when it relates to the important financial matters in their lives. It’s what makes coming to work each day a daily pleasure.
Steven joined The Mahoney Group in 2013 at Merrill Lynch and transitioned with the team to Raymond James in 2015. He is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Series 7 and 66 securities licenses, and a New York State Notary Public. Steven works closely with the team to develop financial plans and recommendations that help clients achieve their goals. His responsibilities include assisting clients with financial questions, client reviews, financial planning, and resolving technology issues. He prides himself on providing efficient, high-quality client service.
Steven earned a bachelor’s degree in finance from the State University of New York at Plattsburgh, where he played on the men’s championship soccer team. He currently resides in Chester, New York. His passions include camping, playing golf, soccer and weightlifting.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.