About Us

Stephen Powell, ChFC, RFC

Retirement Planning Specialist
Phone: 757-461-2210 Ext. 4167
Mobile: 757-635-7040
Fax: 888-533-5506

Steve Powell has over 27 years of experience in financial planning, wealth management, estate planning and executive benefits.  Capital Financial Group was founded by Steve in 1991.  Since 2005, he has been associated with AXA Advisors, when MONY was bought by AXA Group.

 

The focus of Steve’s practice is wealth management strategies and business succession planning.  He works extensively with physicians and surgeons across the country.

 

Steve’s accomplishments in his field are numerous.  He has been awarded the Chartered Financial Consultant designation by the American College, a certificate in retirement planning from the Wharton School of Business and a certificate in Portfolio Analytics from the Advest Institute at Harvard.  He is a member of the Hall of Fame of AXA Advisors.  He completed is undergraduate degree at The George Washington University.

 

Long active in the community, Steve has served on the board of Catholic Charities of Eastern Virginia Foundation and  St. Anne’s Senior Service.  His involvement in youth soccer has ranged from coaching and involvement with youth league management.

 

Steve and his wife, Paula, live in Norfolk with their three daughters—Meagan, Kendal and Caitlin.

When not otherwise engaged, Steve likes outdoor activities, travel and sampling wine.

 

Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. Capital Financial Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE #142947 (01/2021).

 

California Insurance License #: 0E64585

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Norfolk Office <br> 555 E. Main Street, Suite 800 <br> Norfolk, VA 23510 <br><br> Richmond Office <br> 7231 Forest Avenue, Suite 300 <br> Richmond, VA 23226 <br><br> Wakefield Office <br> 631 N. County Drive <br> Wakefield, VA 23888 is not owned or operated by AXA Advisors, LLC or its affiliates.

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Chares Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Financial Group is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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