Jesse Steffy Email and Phone Number
Jesse Steffy work email
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Jesse Steffy personal email
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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
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Associate AdvisorAlign Financial Services GroupLancaster, Pa, Us -
AdvisorAlign Financial Services Group May 2010 - PresentLancaster, Pennsylvania, UsOur 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. -
AmbassadorThe Lancaster Chamber Of Commerce & Industry Jan 2011 - Mar 2013Lancaster, Pa, UsVolunteer 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. -
Customer Service/Project EstimatorSteffy Cranes, Inc. 2001 - 2004
Jesse Steffy Skills
Jesse Steffy Education Details
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Ithaca CollegeMarketing -
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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