As part of the Client Services Team for CuraFin Advisors, Steve helps coordinate and deliver an exceptional client and participant experience. He builds and manages relationships with the clients, and acts as a liaison between the clients, recordkeepers, third-party administrators and custodians. Steve is viewed as a first point of contact for all clients’ administrative needs.
Steve is a former journalist who has an extensive and varied background in customer service and has completed the Retirement Plan Fundamentals Certificate through the College for Financial Planning. He has a degree in communications and is currently working on completing the Chartered Retirement Plans Specialist Course.
Primary Duties at One Charles Private Wealth