Steve has more than 24 years experience in the investment and insurance industries. He is the Managing Director and Partner responsible for the Retirement Planning Division at Varney Financial. His focus is on the design, implementation, and on-going service of Employer Sponsored 401k plans.
Steve holds an Accredited Investment Fiduciary (AIF) designation from The Center of Fiduciary Management/fi360 and Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors. Steve specializes in providing knowledgeable retirement plan communication and education for plan participants as well as robust fiduciary support and ongoing due diligence for the Plan Sponsor.
Steve is a 1981 graduate of Maine Maritime Academy. He is an LPL Investment Advisor Representative and holds his Series 6,7,63, and 65 securities licenses through LPL. He is a member of the National Association of Insurance and Financial Advisors. Prior to joining the financial services industry in 1995 he was a Program Manager with GE.
Steve resides in Falmouth, Maine.