Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Steve has over 16 years of experience in the financial services industry. His passion is empowering and educating people to work towards reaching their personal financial goals. By listening to their objectives and aspirations, he provides ethical, tailored financial advice to assist clients and help them work towards realizing their dreams of a secure retirement.
Steve earned a Bachelor of Arts degree from Temple University’s Fox School of Business with majors in Finance and Risk Management & Insurance. He holds the CFS®, CRC® and CRPC® designations and is also an Investment Adviser Representative...
Fred Shocket (CRD# 2418780) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Southampton, PA and has over 24 years of experience in the finance industry. Fred Shocket has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Katherine Cerenzio (CRD# 2026611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, PA and has over 16 years of experience in the finance industry.
William Norberg (CRD# 5350527) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Southampton, PA and has over 10 years of experience in the finance industry.