Steve is a Senior Partner and Registered Representative of MAP Estate Planning. Since 1977, he has been helping investors achieve financial independence and peace of mind.
He successfully stays on top of emerging wealth management strategies and trends through continuing education seminars and meetings for his many designations in the financial services industry.
Steve maintains the CERTIFIED FINANCIAL PLANNER™ designation (CFP®), which he received in 1982 from Adelphi University.
His Certified Senior Advisor designation (“CSA”) was earned in 1999. The coursework for this designation includes classes in many areas of specific concern to seniors. Steve obtained his Certified Long-Term Care (“CLTC”) designation in 2003. His Chartered Retirement Planning Counselor® (CRPC®) certificate was awarded by the College for Financial Planning in 2009.
In 1970, Steve graduated with a Bachelor of Arts degree in Psychology from St. John's University. He received his Master of Business Administration (“MBA”) from St. John's University in 1975.