Steven is a Financial Planning Analyst at RTD Financial. He graduated from Rutgers University–Camden with a bachelor’s degree in Finance and a concentration in Corporate Finance.
Steven is passionate about helping individuals and families make informed financial decisions and build lasting confidence in their financial lives. He is dedicated to developing his expertise in comprehensive financial planning and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.
Steven played collegiate baseball at Rutgers and currently coaches travel baseball. In his spare time, he enjoys golfing and staying active.
Getting to know Steven
What do you enjoy most about working at RTD?
The great team chemistry throughout the office.
What makes you good at what you do?
I’m good at what I do because I can build strong relationships and convey complex financial situations to help clients feel secure.
What’s the best piece of advice you’ve received?
Make today a better day than yesterday!
What personal accomplishment are you most proud of?
Winning the conference championship during my senior year of college baseball.
What are your passions outside of work? Golf, Developing youth baseball players
What’s the most exciting vacation you’ve taken? I traveled to Las Vegas with my family during June 2025. It was a great vacation because it was a trip where my immediate family and close cousins all got to experience things like the Grand Canyon and the Hoover Dam together.