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portrait of Steven Echenique
FINANCIAL ADVISOR

Steven Echenique

CFP®, CFA®, AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • New Investors
  • Retirement Income Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CFA®

    Chartered Financial Analyst®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Personal Fitness
  • Movies & Entertainment
  • Outdoor Enthusiast
  • Community Outreach
  • Pets

Team Members

  • Laura Bower
    Sr. Branch Office Administrator
  • Melissa Talley
    Branch Office Administrator

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