Steven Hurst

Steven Hurst

CFP®, CERTIFIED FINANCIAL PLANNER™

Phone: 954-732-5903
E-mail:
 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help pursue my client's established goals. My personal goal is to become a lifetime resource for each and every client.

BACKGROUND

Over 30 years in the Financial Services industry. In addition I received my CERTIFIED FINANCIAL PLANNER  certification in 2002. I have taught Continuing Education in Ethics and Compliance for 5 Chapters of the Financial Planners Association, Brokerage firms and insurance companies in Florida.

PROFESSIONAL QUALIFICATIONS AND REGISTRATIONS

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • General Securities Representative Series 7, held with LPL Financial
  • Investment Advisor Representative, LPL Financial
  • Insurance Lic. Life, Health & Variable Annuity License

PERSONAL LIFE

I have been married for over 40 years with two children and 5 grandchildren. I have taught at 3 Universities the CFP® course material. I have been the Chairperson for the Internal Audit Committee Broward County School Board & Past President of the Financial Planners Association.