portrait of Steven Echenique
FINANCIAL ADVISOR

Steven Echenique

CFP®, CFA®, AAMS™
10715 Sikes Pl, Suite 110, Charlotte, NC 28277opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • New Investors
  • Retirement Income Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Personal Fitness
  • Movies & Entertainment
  • Outdoor Enthusiast
  • Community Outreach
  • Pets

Team Members

  • Laura Bower
    Sr. Branch Office Administrator
  • Jillian Klosek
    Branch Office Administrator
  • Melissa Talley
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(704) 209-9125

Fax

(877) 271-1556

Office Address

10715 Sikes Pl
Suite 110
Charlotte, NC 28277opens in a new window

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