Stephen Luna

About Stephen Luna

Wealth Management and Retirement Consultant | Financial Services Professional | Bilingual (Spanish) With a strong foundation in retirement consulting and financial services, I am passionate about helping clients achieve their long-term financial goals through informed investment strategies at Voya Financial. During my 6 years at John Hancock I specialized in guiding clients through IRA rollovers and investment strategies, ensuring their retirement goals were met with precision and care. This experience seamlessly transitioned from my pivotal role in Life Insurance Relationship Management, where I successfully managed a national account. In this capacity, I honed my skills in fostering strong partnerships, driving strategic growth, and delivering exceptional client value through dedicated relationship building and expert product knowledge.As a FINRA-registered representative, I hold the SIE, Series 6, Series 63, and Series 65 licenses, positioning me to excel in guiding clients through complex financial landscapes. My professional experience also includes inside sales and a demonstrated history of success in customer relationship management, Salesforce, and effective communication within the financial and information technology industries.I earned a Bachelor of Science (B.S.) in Business Management and Finance from Fitchburg State University, where I honed my analytical and strategic thinking skills.Outside of work, I enjoy staying active through snowboarding, running, and attending Boston sporting events. I also have a passion for woodworking and am open to part-time soccer coaching opportunities.

Experience

1. Wealth Management Consultant

   Voya Financial

   Nov 2025 — Present · Boston, MA, US

Education

• Fitchburg State University

  Bachelor of Science (B.S.), Business Management and Finance

  2012 — 2016

Skills

• Coaching
• Business-to-Business (B2b)
• Event Management
• Project Management
• Salesforce.com
• Social Networking
• Social Media
• Software as a Service (Saas)
• Fundraising
• Marketing Strategy
• Enterprise Software
• Sales Management
• Cold Calling
• Leadership
• Bilingual
• Customer Service
• Marketing
• Recruiting
• Microsoft Powerpoint
• Public Relations
• Microsoft Word
• Team Leadership
• Public Speaking
• Customer Relationship Management (Crm)
• Event Planning
• Lead Generation
• Management
• Team Building
• Research
• Market Research
• Teamwork
• Account Management
• Microsoft Office
• Sales
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Sports
• Training
• New Business Development