Advisor profile


My approach

Steven Hahn - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Steven Hahn - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science (Cum Laude), Central Connecticut State University, 2004
  • Certified Financial Planner Certificate Program, Quinnipiac University, 2007

Interests

Golf, Skiing, Woodworking, Spending time with my family and friends

Community participation

  • Golf Club of Avon, Junior Golf Chair, Tournament Committee
  • Avon Dollars for Scholars, Board of Directors

Awards & recognition

  • Five Star Wealth Manager, 2013 & 2014