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Steven A. Aquino, RFC, CSA

Steven A. Aquino, RFC, CSA

President

Steve’s firsthand experience as a family man, a business owner, and being active in his community, provides him with appreciation for proactive 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. 

Achievements

NAIFA-MD Recipient of the Paul J. Murphy Award 

NAIFA- MD Inducted into Hall of Fame 

Carroll County Chamber of Commerce Small Business of the Year Award

NAIFA Carroll/Howard member of the year

Baltimore Magazine; Five Star Wealth Manager Award (2016, 2017, 2018, 2019)