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