Stephen Steve Powell
Managing Partner & Sr Financial Consultant at Capital Financial Group
- Role
- Financial Consultant at Equitable Advisors
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
About Stephen Steve Powell
Corporate and Business Owner Experience: Consulting with small to medium size businesses to help them design, implement and service efficient employee benefit programs, retirement plans, executive benefit plans and business succession plans.Individual Insurance and Financial Services Experience: Consulting with affluent individuals and other professionals for their Estate Strategies and their Financial and Retirement planning needs and helping them make investment decisions that will support their financial goalsSpecialties: Financial Planning & Wealth Management
Experience
Financial Consultant
Jan 2020 — Present · Norfolk City County, VA, US
CA Insurance Lic.#0E64585
Education
The George Washington University
BS
1987 — 1990
Harvard University
Certificate, Portfolio Analytics & Behavioral Finance
2000 — 2004
The American College of Financial Services
Chartered Life Underwriter , Estate & Business Planning
2014 — 2021
The Wharton School
Certificate in Retirement Planning, Finance and Financial Management Services
2017 — 2017
The American College of Financial Services
Chartered Financial Consultant, Finance & Estate Planning
2000 — 2002
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