Steve Aquino
Steve’s firsthand experience as a family man, a business owner, and being active in his community, provides him with appreciation for proactive financial planning. For over 25 years as an Independent Advisor, Steve has shared his extensive knowledge and expertise in the areas of comprehensive financial planning, business planning and wealth management with his clients for both individual families and businesses. As a Fiduciary, Steve is a Registered Financial Consultant (RFC), Certified Senior Advisor (CSA) and an Investment Advisor Representative. Through long term relationships and trust, “We Plan, Grow, and Protect our Clients Financial Future”. A resident of Carroll County, Steve is a graduate of McDaniel College. He was elected to two terms as the Maryland State President of the National Association of Insurance and Financial Advisors (NAIFA-MD) by his peers in his profession, is currently the Chairman of the Board for the Carroll County Chamber of Commerce (elected for the second time) and involved with many other boards/ organizations in the community.
- MarketsBaltimore
- Property TypesOffice
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