Phone: (484) 351-2125
Steven is an Advisor with Legacy Planning Partners providing comprehensive financial planning to individuals, families and businesses.
From 1998-2006, Steven was a Senior Vice President and Senior Portfolio Manager with Smith Barney/Citigroup Global Markets, Inc. In 2006 he launched his own private Asset Management practice, La Porte Asset Management LLC. Here he provided personalized planning services and hands on independent investment management.
Steven attended West Chester University from 1994-1998 where he earned a Bachelors of Science Degree in Finance.
Steve lives in Ambler with his son Tanner. He enjoys spending most of his free time coaching and supporting his son’s sports teams, but when time permits, he can be found taking in a round of golf. Together, each spring and fall they give back to both the Walk for Hope to Benefit Crohn’s Disease and the American’s Liver Foundation Signature Fundraising Event: The Liver Life Walk. Steve is also a co-sponsor and on the board of the Love from Liam charity which aids in the funding of medical bills of children with Retinoblastoma.
Steve is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. Separate from the financial plan and an advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. DOFU 4/2016 TN 1479338