Certifications
Steven Feldstein
CLU, ChFC, CFP
Background
Founded Steven Feldstein & Associates, a Money Management/Financial Planning Firm in 1974.
Qualifications
Certified Financial Planner – provides the knowledge and skills necessary to objectively assess financial status, identify problem areas, and provide comprehensive, client based financial planning.
Chartered Financial Consultant – focuses on the comprehensive planning process as an organized way to collect and analyze information on a clients’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.
Chartered Life Underwriter – provides insight into the life insurance business, its economy, its operation and distribution systems, and its resurging importance for safe and secure investments.
Registered Investment Adviser – designed for individuals who must satisfy state investment advisor requirements. Focuses on federal securities law, the Uniform Securities Act, and unethical business practices of investment advisers.
Member of the Million Dollar Round Table – is the premier association for the world’s best sales professionals in the life insurance based financial services business. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Member of the Financial Planning Association – is the membership organization for the financial planning community. FPA’s primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession.
Member of the Securities Industry Association – brings together the shared interests of more than 600 securities firms to accomplish common goals. SIA member firms are active in all US and foreign markets and in all phases of corporate and public finance.
