Stephen Powell, ChFC, RFC

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.