Steve Shermetta
Financial Advisor
- Role
- Financial Advisor at Vista Wealth
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
About Steve Shermetta
Preparing for that next step in life isn’t always easy. My combination of experience…
Experience
Financial Advisor
May 2013 — Present · Center Valley, PA, US
I offer a broad portfolio of individual life, disability income, and long term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them.
Education
Moravian University
Master of Business Administration (MBA), Business Administration and Management, General
2013 — 2015
Saucon Valley High School
Diploma
2002 — 2006
Penn State University
Bachelor of Arts (BA), Communications - Advertising/Public Relations, with two minors: Business Liberal Arts and IST
2006 — 2011
Skills
- Special Care Planning
- Marketing
- Event Planning
- Publications
- Sports Information
- Sports Management
- Advertising
- Coaching
- Research
- Disability Insurance
- Event Management
- Team Management
- Sales
- Team Building
- Investments
- Organization Skills
- Public Speaking
- Football
- Team Leadership
- Public Relations
- Media Relations
- Long Term Care Insurance
- Sports
- Insurance
- Social Media
- Sports Marketing
- Leadership
- Community Outreach
- Time Management
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