dentify. Plan. Communicate. Focus.
Successful financial planning demands a clear process that consists of trustworthy leadership, two-way communication, and timely follow-up.
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 two decades, 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. Steve is a Registered Financial Consultant (RFC)®, Certified Senior Advisor (CSA)®, and an Investment Advisor Representative.
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 past Chairman of the Board for the Carroll County Chamber of Commerce and involved with many other boards/ organizations in the community.
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Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Aquino Financial Group, LLC aims to provide a continued education that will strengthen our working relationship.
We listen; we educate; and we lead you to customized solutions.We work with Individuals planning for retirement that are seeking to:
Recognition/Achievements: 2002 LFA-Baltimore Planner of the Year, 2005 National Association of Insurance and Financial Advisors Carroll/Howard (NAIFA) Member/Advisor Award, Governor’s Volunteer Service Award 2008-2009, NAIFA Award of Excellence 2009, Carroll County Chamber of Commerce Small Business Award 2009, NAIFA-Carroll/Howard-Member of the Year 2010, Cannons Semi Pro Football Team Captain, Semi Pro Football All American, Voted Carroll County’s Best, Million Dollar Round Table, NAIFA-MD- Paul J. Murphy Award 2014, NAIFA-MD Hall of Fame Induction 2014, Baltimore Magazine; Five Star Wealth Manager Award (2016, 2017, 2018, 2019, 2020)
Education: McDaniel College (formerly Western Maryland College), Westminster, Maryland Bachelor Degree, 1996, The American College, 2007, CFP & ChFC Certification Curriculum, NAIFA-Life in Leadership Institute 2008. Leadership Carroll 2010-11 Carroll Community College/Carroll County Chamber of Commerce
Licenses/ Registrations: FINRA Series 7 (General Securities Representative), FINRA Series 66 (Registered Investment Advisor), Maryland Insurance Administration Life and Health Agent, Certified Senior Advisor(CSA)® , Registered Financial Consultant (RFC)® , Notary License for the State of Maryland
Professional Organizations:1. NAIFA-Carroll/Howard, (National Association of Insurance and Financial Advisors) (Board 2005-present, President 2007-2009) 2. NAIFA- Maryland (Secretary/Treasurer 2009, Gov. Relations Chair 2010, State President (2012 &2013), International Association of Registered Financial Advisors (2007-Present), Society of Certified Senior Advisors (2006-Present)