Steven L. Rich, RICP®, CFF, CLTC, NSSA®
Investment Advisor Representative
Steven L. Rich is an Independent Investment Advisor Representative with over 15 years of experience helping individuals and families navigate retirement and investment planning with confidence. He is committed to building lasting relationships and delivering tailored financial strategies to support long-term goals.
Steven holds several respected industry designations, including Retirement Income Certified Professional® (RICP®), Certified Financial Fiduciary® (CFF), Certified in Long-Term Care (CLTC), and National Social Security Advisor® (NSSA®).
A graduate of the Cotsakos College of Business at William Paterson University in Wayne, New Jersey, Steven began his career on the Jersey Shore. He later relocated to New Smyrna Beach, Florida, where he lives with his wife, Amanda, and their three children.
Outside the office, Steven enjoys beach days, pool time, traveling, and staying active in his church community. His mission is to provide clients with education, clarity, and confidence as they plan for the future.