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Stephen Johnson Cfp®, Clu®, Cltc Email & Phone Number

Partner at Cross Coastal Advisors at Cross Coastal Advisors
Location: Needham Heights, Massachusetts, United States 4 work roles 2 schools
1 work email found @crosscoastaladvisors.com 4 phones found area 413 and 781 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@crosscoastaladvisors.com
Direct phone (413) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cross Coastal Advisors
Role
Partner at Cross Coastal Advisors
Location
Needham Heights, Massachusetts, United States
Company size
13 employees

Who is Stephen Johnson Cfp®, Clu®, Cltc? Overview

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Quick answer

Stephen Johnson Cfp®, Clu®, Cltc is listed as Partner at Cross Coastal Advisors at Cross Coastal Advisors, a with 13 employees, based in Needham Heights, Massachusetts, United States. AeroLeads shows a work email signal at crosscoastaladvisors.com, phone signal with area code 413, 781, and a matched LinkedIn profile for Stephen Johnson Cfp®, Clu®, Cltc.

Stephen Johnson Cfp®, Clu®, Cltc previously worked as Partner at Cross Coastal Advisors and Partner at Commonwealth Financial Group. Stephen Johnson Cfp®, Clu®, Cltc holds Bsba, Finance from Western New England University.

Company email context

Email format at Cross Coastal Advisors

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*@crosscoastaladvisors.com
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AeroLeads found 1 current-domain work email signal for Stephen Johnson Cfp®, Clu®, Cltc. Compare company email patterns before reaching out.

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Profile bio

About Stephen Johnson Cfp®, Clu®, Cltc

A Partner at Cross Coastal Advisors, Steve has maintained an unparalleled enthusiasm and genuine passion for planning, investing and wealth accumulation for over a decade. Steve is a consummate professional who focuses on the individual needs of his clients. He excels in assisting clients bolster their financial standing by implementing sound and progressive investment strategies coupled with prudent risk management. He specializes in serving those in the medical community as well as those who own closely held businesses.https://www.crosscoastaladvisors.com/stephen-johnson

Listed skills include Insurance, Disability Insurance, Retirement, Finance, and 15 others.

Current workplace

Stephen Johnson Cfp®, Clu®, Cltc's current company

Company context helps verify the profile and gives searchers a useful next step.

Cross Coastal Advisors
Cross Coastal Advisors
Partner at Cross Coastal Advisors
boston, massachusetts, united states
Website
crosscoastaladvisors.com
Employees
13
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Company profile
View company profile Email format
4 roles

Stephen Johnson Cfp®, Clu®, Cltc work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Cross Coastal Advisors

Other employees you can reach at crosscoastaladvisors.com. View company contacts for 13 employees →

HY Heather Yetman, Cfp®, Awma® Heather Yetman, Cfp®, Awma® Colleague at Cross Coastal AdvisorsGreater Boston, United States View → SR Seana Read Seana Read Colleague at Cross Coastal AdvisorsGreater Boston, United States View → EP Erin Piesco Erin Piesco Colleague at Cross Coastal AdvisorsEast Bridgewater, Massachusetts, United States View → RB Robert Bourque Robert Bourque Colleague at Cross Coastal AdvisorsBoston, Massachusetts, United States View → PC Peter Cimorelli Peter Cimorelli Colleague at Cross Coastal AdvisorsFramingham, Massachusetts, United States View → JM James Masur James Masur Colleague at Cross Coastal AdvisorsNeedham, Massachusetts, United States View → VB Virginia Bacon Virginia Bacon Colleague at Cross Coastal AdvisorsAttleboro, Massachusetts, United States View → JH Justin Hayward Justin Hayward Colleague at Cross Coastal AdvisorsNeedham Heights, Massachusetts, United States View → SM Steve Mcgrath, Jr. Steve Mcgrath, Jr. Colleague at Cross Coastal AdvisorsNeedham, Massachusetts, United States View → JD John Di Ruggiero John Di Ruggiero Colleague at Cross Coastal AdvisorsBoston, Massachusetts, United States View →
2 education records

Stephen Johnson Cfp®, Clu®, Cltc education

Bsba, Finance

Western New England University

Clu®

The American College Of Financial Services
FAQ

Frequently asked questions about Stephen Johnson Cfp®, Clu®, Cltc

Quick answers generated from the profile data available on this page.

What company does Stephen Johnson Cfp®, Clu®, Cltc work for?

Stephen Johnson Cfp®, Clu®, Cltc works for Cross Coastal Advisors.

What is Stephen Johnson Cfp®, Clu®, Cltc's role at Cross Coastal Advisors?

Stephen Johnson Cfp®, Clu®, Cltc is listed as Partner at Cross Coastal Advisors at Cross Coastal Advisors.

What is Stephen Johnson Cfp®, Clu®, Cltc's email address?

AeroLeads has found 1 work email signal at @crosscoastaladvisors.com for Stephen Johnson Cfp®, Clu®, Cltc at Cross Coastal Advisors.

What is Stephen Johnson Cfp®, Clu®, Cltc's phone number?

AeroLeads has found 4 phone signal(s) with area code 413, 781 for Stephen Johnson Cfp®, Clu®, Cltc at Cross Coastal Advisors.

Where is Stephen Johnson Cfp®, Clu®, Cltc based?

Stephen Johnson Cfp®, Clu®, Cltc is based in Needham Heights, Massachusetts, United States while working with Cross Coastal Advisors.

What companies has Stephen Johnson Cfp®, Clu®, Cltc worked for?

Stephen Johnson Cfp®, Clu®, Cltc has worked for Cross Coastal Advisors, Commonwealth Financial Group, and Northwestern Mutual.

Who are Stephen Johnson Cfp®, Clu®, Cltc's colleagues at Cross Coastal Advisors?

Stephen Johnson Cfp®, Clu®, Cltc's colleagues at Cross Coastal Advisors include Heather Yetman, Cfp®, Awma®, Seana Read, Erin Piesco, Robert Bourque, and Peter Cimorelli.

How can I contact Stephen Johnson Cfp®, Clu®, Cltc?

You can use AeroLeads to view verified contact signals for Stephen Johnson Cfp®, Clu®, Cltc at Cross Coastal Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stephen Johnson Cfp®, Clu®, Cltc attend?

Stephen Johnson Cfp®, Clu®, Cltc holds Bsba, Finance from Western New England University.

What skills is Stephen Johnson Cfp®, Clu®, Cltc known for?

Stephen Johnson Cfp®, Clu®, Cltc is listed with skills including Insurance, Disability Insurance, Retirement, Finance, Investments, Retirement Planning, Long Term Care, and Portfolio Management.

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