Steven Fretthold
Financial Consultant at Equitable Advisors
- Role
- Retirement Planning Specialist at Equitable Advisors
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Steven Fretthold
I started with AXA Advisors, LLC in 2009 as a Financial Consultant and promoted to Vice…
Experience
Retirement Planning Specialist
Jan 2020 — Present · Williamsville, NY, US
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
Education
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
2012 — 2012
St. John Fisher College
Bachelor's Degree
2005 — 2008
Skills
- Retirement Benefits
- Leadership
- Deferred Compensation
- Retirement Plan Consulting
- College Education Planning
- Financial Planning
- Retirement Planning Specialist - Qualified Plans
- Investment Advisory
- Investment Strategies
- Management
- Client Services
- Retirement Planning
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