WAYPOINT WEALTH PLANNING - Key Persons

Job Titles:

• CERTIFIED FINANCIAL PLANNER

Steven is a CERTIFIED FINANCIAL PLANNER™ and holds an MBA in Finance from the UCONN School of Business, an M.S. from the SUNY Maritime College and a B.S. from the Massachusetts Maritime Academy. Principal Steven Minninger is a CERTIFIED FINANCIAL PLANNER™ and holds an MBA in Finance from the UCONN School of Business, an M.S. from the SUNY Maritime College and a B.S. from the Massachusetts Maritime Academy. He holds Series 7 and 66 licenses and is a Certified Retirement Planning Specialist. Steven began his career in the maritime industry where he held various positions of responsibility in shipboard operations as a licensed officer as well as shore side in commercial and financial risk management. After attaining his MBA, Steven was a consultant to General Electric in the energy sector focusing on the emergent global and European emissions markets. Following in his father's and grandfather's footsteps, Steven segued into the wealth advisory profession. While advising high-net-worth clients at a leading Wall Street wealth management firm, he focused on developing financial strategies for corporate executives, business owners, families, and individuals. Steven specializes in educating clients on the tradeoffs of the multitude of wealth planning and management tools available to them. Steven is supported by back office staff in Clifton Park, NY and has strategic relationships with leading financial services providers and advisors.