Stephen Kagan

About Stephen Kagan

I want to know what is most important to my clients. I focus on working together as a team, creating a personalized plan to serve their specific needs and committing to work with them throughout their lives. The common attributes that tie these relationships together are- Long-term planning and investment- Multiple goal management- Interest in working with a professionalMy office sits in the heart of the Cambridge and Boston communities I serve. Prospective clients, neighbors and friends all shop at the same stores I do, attend the same local sporting events and volunteer for the same organizations. In the neighborhood- I concentrate on investors who think about long-term planning- I serve young families who save for education and retirement at the same time- I advise younger clients who are moving between employment opportunities and want to centralize their retirement savings- I work with older families who juggle current retirement needs with ideas of providing for the next generations.I prefer to work with clients who take a long-term interest in their own financial management. I encourage all people I serve to broaden their investment knowledge. I share relevant articles, drawings and podcasts. My practice has its roots in the hospitality industry - client care is my top priority. I want to meet you where you are - physically and financially - and learn about you. Only then can I unlock the vast Edward Jones offerings for your instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones Investment Co

   Sep 2025 — Present · Cambridge, MA, US

Education

• Pomona College

  B.A., International Relations

  1985 — 1989

• Cornell University

  M.M.H., Restaurant Operations

  1994 — 1996

• Milton Academy

  H.S. Diploma

  1981 — 1985

Skills

• Market Research
• Microsoft Word
• Word
• Microsoft Excel
• Powerpoint
• Hospitality
• Management
• Time Management
• Social Networking
• Event Planning
• Food & Beverage
• Customer Service
• Microsoft Office
• Sales
• Marketing
• Nonprofits
• Excel
• Strategic Planning
• Marketing Strategy
• Event Management
• Account Management
• Budgets
• New Business Development
• Public Speaking
• Sales Management
• Non-Profits