After graduating Summa Cum Laude from Montclair State University in May 2017, Stephen joined Equitable Advisors, becoming the only “out” Financial Advisor in an office of 200 employees in Woodbridge, New Jersey. In September of 2020, Stephen became a CERTIFIED FINANCIAL PLANNER™ professional, one of the youngest individuals in his company to do so – and he has devoted his practice to providing financial advice to the often under-served market of the LGBTQ+ community.
Stephen also serves as the President of the LGBTQ+ business organization, the New Jersey Pride Chamber of Commerce (NJPCC). He is the youngest-elected President of a Chamber of Commerce, out of 152 Chambers in the Garden State and he spearheaded discussions with New Jersey Governor Phil Murphy’s office to pass the historic Executive Order No. 295 which calls for the inclusion of LGBTQ+-owned businesses in the state’s existing Minority/Women Business Enterprise (M/WBE) program.
In February of 2020, Stephen was recognized in BEQ Pride Magazine's Class of 2020 Forty LGBTQ Leaders Under 40 and in May of the same year, was appointed to represent NJPCC on Governor Murphy's Restart and Recovery Advisory Council in the wake of COVID-19. In February of 2022, Stephen was recognized by ROI New Jersey's 2022 Influencer Power List and a few months later, he was recognized in Insider NJ's OUT 100 Power List as one of the most influential LGBTQ individuals in the state of NJ for the 2nd year in a row.
In his free time, Stephen practices archery, takes long walks, and listens to audiobooks. He is a devoted “cat-dad” to his three cats: Pinot, Tito, and Moo and his favorite activity is spending quality time with friends and family.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
California Insurance License #: 0M69769
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