Hello! My name is Steven King, welcome to my website! As a financial professional with Equitable Advisors, I am dedicated to helping individuals and businesses build their financial futures.
I have been involved in financial services since 1989 and have been with Equitable Advisors since 1996. I am currently a Charted Financial Consultant, Chartered Life Underwriter, and a Retirement Planning Specialist.
My education includes a Bachelor's Degree from Knox College and a Retirement Planning Certificate from the Wharton School at the University of Pennsylvania. In addition to creating educational seminars for CPAs and financial planners in the past, I have worked with the University of Illinois Tax School as a contributing author for their annual Federal Tax Workbook.
My goal is to provide a holistic approach to financial planning that enables my clients to work toward meeting their financial goals.