Helping clients find creative solutions to complex challenges and long-term financial goals is the primary focus of Steve's practice. He understands that every person and situation is unique and requires tailored and highly personal solutions.
As a Financial Planner since 1993, Steve has been working with high net worth clients and their families to help them achieve their financial goals. He works closely with clients to create and implement customized retirement solutions that include investment management, long-term care insurance, tax reduction strategies, legacy planning, and more.
Through Integrated Financial Partners, he brings a team approach to better understand your goals, time horizon, and risk tolerance. Steve works with Al Filosa and their skilled support team to bring a wealth of resources and education to each client so they can make informed decisions. As part of their financial planning process, they will evaluate your situation, develop and implement financial planning recommendations, regularly review your plan, and make adjustments as your situation changes.
Steve graduated Magna Cum Laude from the University of Massachusetts at Amherst with a Bachelor of Business Administration degree in Finance. In addition, he earned the Registered Financial Consultant (RFC) designation from the International Association of Financial Consultants. Steve lives in Natick with his wife, Jayme; son, Adam; and daughter, Lauren.
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Helping clients find creative solutions to complex challenges and long-term financial goals is the primary focus of Steve's practice. He understands that every person and situation is unique and require tailored and highly personal solutions.
As a Financial Planner, Al works with individuals and small businesses that value a planning process when it comes to financial related decisions. He stresses to his clients the importance of creating a long-term investment allocation strategy before making individual investment decisions.
Matthew started his career in finance in 2000 after graduating from Providence College with a degree in business management/finance. He gained valuable product knowledge and increasing responsibility working as an associate financial representative, institutional sales associate and a junior trader.
Kristan’s tenure in the financial service industry began in 1996. Kristan held multiple positions such as Team Leader for the Life Insurance New Business Department at Allmerica Financial as well as an Administrative Assistant for a Management Team at VeraVest Financial.
Carla graduated from Suffolk University where she studied public relations and marketing. She began her career at the Liberty Hotel where she held a number of supervisory positions that highlighted her great attitude and tremendous work ethic.
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