Stephen Stashin, MBA, CFP®, RRC®, CCS, CPCA
Certified Financial Planner® professional
As a CERTIFIED FINANCIAL PLANNER® with over 26 years of experience, I provide independent, comprehensive wealth management and financial planning advice to help my clients achieve a more secure financial future.
Whether your needs are funding a rewarding retirement, or protecting your family from death or illness, or creating a tax efficient estate plan, I can help you create an effective strategy to enhance and protect your lifestyle.
I work with small business owners on designing employee group benefit and retirement plans, and individual retirement and risk protection solutions for the business owner.
Member Since: 2019