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Stephen M. Catalano

MANAGING PARTNER

Overview

As a Financial Advisor, I offer you a wide range of services, from helping you select investments to developing a retirement plan. With over 21 years of experience, I help my clients make informed investment decisions based on their specific needs. The best part of my job is seeing the result of beneficial financial planning for my clients. I strive to ensure that my clients can retire with the financial resources and dignity that they have worked so hard for.

ACCREDITATIONS & EDUCATION

  • Miami University class of 1995 – (Major) B.S.B.A. in Finance (Minor) International Business.
  • Evans Scholars Recipient – Miami University
  • Thirty for the future – 2011 Award Recipient
  • Licenses – Series 7, 65, and 63 and SIE

MEMBERSHIPS & COMMUNITY INVOLVEMENT

  • Western Golf Association of Evans Scholars Foundation, Director
  • Fairlawn Area Chamber of Commerce
  • Grace Church – Financial Peace Education Coordinator & Volunteer
  • Copley Fairlawn Schools Foundation Catalano Memorial Scholarship
  • Habitat for Humanity - Volunteer

HOBBIES & PERSONAL LIFE

  • I enjoy traveling with my wife Mindy and our children Stephen, Dominic, Christina, and Anthony.
  • I enjoy playing golf and providing golf instruction.

FAVORITE QUOTE

“The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenges and controversy.” - Martin Luther King Jr.

 

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