Stephen Valentino, CFP®
Investment Associate
Favorite quote: Wealth is the ability to fully experience life. – Henry David Thoreau
Stephen works with millennial clients as well as those near retirement. As a millennial, he understands first hand their unique financial needs. He also has a passion for helping older generations successfully reach their retirement goals, whether that is to travel the world or leave a legacy to their families.
He holds an undergraduate degree in which he majored in Accounting and Finance as well as an MBA in Public Accountancy, both from SUNY New Paltz. He holds securities registrations Series 7 and 66 with LPL financial and is licensed in Life, Accident & Health Insurance.
In the financial industry since 2017, Stephen wants to help people remove some of the uncertainty surrounding retirement so this period of time in his clients’ lives can be spent, after so many years of hard work, in the way they deserve. Purchasing his first stock at age 16 sparked a passion for finance and a desire to be a positive influence in other people’s lives.
When not working, Stephen enjoys watching NFL games, skiing, golfing, and reading.
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