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R. Steve Staley, CFP®, MBA

R. Steve Staley, CFP®, MBA

Managing Partner


Steve Staley has been providing individuals and business owners with insurance and investment services since 1991. A graduate of the University of Maryland in 1990, Steve went on to complete a Master's Degree in Finance at Loyola College in December 1996.

Currently a Retirement Planning Specialist with Equitable Advisors, LLC, Steve focuses on assisting clients with the accumulation and preservation of wealth for their personal estates, as well as their businesses. Active in his industry, Steve is a qualifying member of the Million Dollar Round Table and the National Association of Insurance and Financial Advisors.

Steve is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. He believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

Steve has been awarded the title of Retirement Planning Specialist by Equitable Advisors, LLC based on the receipt of a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.

CFP®, CERTIFIED FINANCIAL PLANNER(TM), and CFP (with flame logo)® 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.
Certificate awarded based on completion of a training program at The Wharton School of the University of Pennsylvania.

[CA Insurance License #0E68222]