Specialties
About Me
Steve graduated from Temple University with a double major in Finance and Financial Planning.
Prior to joining Mengel Morse and Associates, Steve worked at Vanguard as a senior financial advisor, where he completed his licensing exams and achieved the Certified Financial Planner (CFP®) designation. Steve is passionate about building long term relationships with clients and ensuring that every angle of their financial picture has been addressed. In his free time, Steve enjoys staying active, golfing, and reading. States Licensed: AZ, CO, CT, DE, FL, KS, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, VT, WA, WI
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Interests & Hobbies
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Credentials
CEPA, TPCP, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.