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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