Jesse Steffy

Jesse Steffy Email and Phone Number

Associate Advisor @ Align Financial Services Group
Lancaster, PA, US
Jesse Steffy's Location
Lancaster, Pennsylvania, United States, United States
Jesse Steffy's Contact Details

Jesse Steffy work email

Jesse Steffy personal email

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Jesse Steffy phone numbers

About Jesse Steffy

True sustainability includes, but reaches beyond, the environment and requires thinking and acting beyond ourselves. Graduating college during a time period marred with corporate greed and scandal, I have always been passionate about empowering individuals to take control of their financial future and be good stewards. With Align Advisors, I see the opportunity to bring meaningful financial education to companies, employees, and individuals, empowering people to take control of their finances, and view money as a tool of possibility through planning and investing. Benefiting from a family background and 6+ years of working in construction, I believe I am in a unique position to help others of all backgrounds realize the value of honest, transparent financial education. I earned a BA in Business Administration from Ithaca College, with concentrations in management, marketing and a minor in environmental law. I now hold the Series 7 & Series 66 licenses and Certified Plan Fiduciary Advisor (CPFA) designation. I am a devoted husband and father to four children.Securities & advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. http://www.FINRA.org/, http://www.SIPC.org. Align Wealth Strategies / Retirement Plan Advisors, 480 New Holland Ave., Suite 6204, Lancaster, PA 17602. 717.740.2630This communication is strictly intended for individuals residing in the states of PA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use at www.commonwealth.com/termsofuse.html

Jesse Steffy's Current Company Details
Align Financial Services Group

Align Financial Services Group

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Associate Advisor
Lancaster, PA, US
Jesse Steffy Work Experience Details
  • Align Financial Services Group
    Associate Advisor
    Align Financial Services Group
    Lancaster, Pa, Us
  • Align Financial Services Group
    Advisor
    Align Financial Services Group May 2010 - Present
    Lancaster, Pennsylvania, Us
    Our team is particularly skilled at meeting the financial services needs of two distinct parties – employers and employees. We have technical expertise and experience to support your 401(k) or 403(b) plan design, investment menu management, and fiduciary obligations. Your employees benefit from our effective communication style that translates dry investment information into true financial education.As independent advisors, we are free from arbitrary sales objectives and proprietary product constraints. We believe this is essential in today’s regulatory environment which mandates action in the best interest of the participant. Our independence allows us to give you the best of two very different worlds – the individual attention and commitment to client care that comes from a small business and the resources and research sophistication of the nation’s largest independent broker-dealer. We are motivated by the broader issues of employee wellness and engagement. Financial stress is a leading cause of ill health. By working with employers to educate their workforce on financial wellness, we help create healthy and engaged employees, more productive companies, and vibrant communities.
  • The Lancaster Chamber Of Commerce & Industry
    Ambassador
    The Lancaster Chamber Of Commerce & Industry Jan 2011 - Mar 2013
    Lancaster, Pa, Us
    Volunteer position as a proud advocate for the Lancaster Chamber of Commerce & Industry - the region's most robust and vibrant Chamber. Serving the needs of current members through regular interaction, facilitating introductions, and celebrating new businesses in the community.
  • Steffy Cranes, Inc.
    Customer Service/Project Estimator
    Steffy Cranes, Inc. 2001 - 2004

Jesse Steffy Skills

Social Media Marketing Marketing Communications Marketing Strategy Event Planning Strategic Planning Account Management Event Management Social Media Marketing New Business Development Public Speaking Fundraising Small Business Team Building Non Profits Sales Coaching Microsoft Office

Jesse Steffy Education Details

  • Ithaca College
    Ithaca College
    Marketing
  • Ephrata Senior High School
    Ephrata Senior High School

Frequently Asked Questions about Jesse Steffy

What company does Jesse Steffy work for?

Jesse Steffy works for Align Financial Services Group

What is Jesse Steffy's role at the current company?

Jesse Steffy's current role is Associate Advisor.

What is Jesse Steffy's email address?

Jesse Steffy's email address is je****@****fsg.com

What is Jesse Steffy's direct phone number?

Jesse Steffy's direct phone number is +171720*****

What schools did Jesse Steffy attend?

Jesse Steffy attended Ithaca College, Ephrata Senior High School.

What skills is Jesse Steffy known for?

Jesse Steffy has skills like Social Media Marketing, Marketing Communications, Marketing Strategy, Event Planning, Strategic Planning, Account Management, Event Management, Social Media, Marketing, New Business Development, Public Speaking, Fundraising.

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