Steven Birckett, CFP®

Advisory Services Associate

Contact Steve for advisory, investment, or insurance questions.

Steve is responsible for helping you with your insurance needs, as well as handling many additional investment concerns that might come up..

Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is licensed in insurance and registered in securities. His years of experience have given him hands on knowledge of life insurance, long term care and disability coverage. Steve specializes in breaking through the red tape, making him the member of The Advisory Group Team to go to while processing your insurance application or resolving complex problems.

Licenses Held:

  • Series 7
  • Series 63
  • Series 66

Securities Registered States: Arizona, California

Phone x203