Steven Johnian CPFA
Supervisor, Retirement Consulting Services
- Leads the team of retirement consultants while continuing to support advisors across the spectrum of their retirement clients.
- Fields inquiries from advisors and provides retirement consultation on all aspects of their retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters
- Holds FINRA Series 7 securities registration and Certified Plan Fiduciary Advisor (CPFA) designation
- Earned a degree from the University of Massachusetts Lowell
- Has prior experience in client services, quality control, annuity services, and specialty services roles at Putnam Investments