Steven Faggiolly

Steven Faggiolly
Managing Director
Northern California

Phone: 650.587.8616
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Steve is a Managing Director for Strategic Retirement Partners in the Northern California office. He is responsible for developing retirement plan consulting services for new and existing clients in the areas of fiduciary guidance, employee education and overall program satisfaction.

Prior to joining Strategic Retirement Partners, Steve was affiliated with 401(k) Advisors and he was a founding partner at Ascent Wealth Management Group, LLC.

A graduate of the California State University, Chico Steve earned a B.S. in Business Administration – Strategic Management. He has completed the Accredited Investment Fiduciary® program at Wharton West in 2012. He is an investment advisor representative and has passed the FINRA Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination) and Series 24 (General Securities Principal).

When Steve is not helping clients prepare for retirement, he enjoys spending time with his family and travelling. Steve resides in Redwood City, CA with his wife, son and daughter.

View Our Video

small video

small video

Newsletter

Enter your email to subscribe to our newsletter.

CAPTCHA

Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
Go to top