Steven Jacques, CFP®
Steven T. Jacques is a long-time financial educator and speaker on retirement planning and money management. Steven prides himself on providing superior service and financial advice to his many clients and focuses on providing strategies designated to conserve and enhance his clients' wealth . His greatest strength is helping his clients work toward achieving their most important goals by assisting them in defining clear cut objectives to properly organize their financial lives and developing strategies to help his clients advance from where they are today to where they wish to be.
Steven is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative with Cetera Wealth Partners. He currently holds Series 6,7,63 and 65 securities registrations along with a Life and Health Insurance license for the State of Connecticut.
When not assisting clients, Steven enjoys spending time with his wife Kerry and their children, Leah and Tyler. He also enjoys traveling, playing hockey and coaching his son's hockey team.