Stephen Powell, ChFC, RFC
Financial Consultant
Retirement Planning Specialist
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 Equitable Advisors, when MONY was bought by Equitable 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 Equitable 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—Maegan, Kendal and Caitlin.
When not otherwise engaged, Steve likes outdoor activities, travel and sampling wine.
The Retirement Planning Specialist title is awarded by EquitableAdvisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable 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 Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. AGE 158511 (01/2023)
The Retirement Planning Specialist title is awarded by Equitable 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 Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0E64585
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Equitable Advisors, LLC or its affiliates.
