Steven Calio (CFP®)
Steven Calio focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
1. Retirement Planning: Strategies for saving, investing, and ensuring a secure retirement. 2. Investment Strategies: Advice on stocks, bonds, mutual funds, ETFs, and other investment vehicles. 3. Tax Planning: Tips on reducing tax liability and maximizing tax-efficient investments. 4. Budgeting and Saving: Techniques for effective budgeting, saving, and managing expenses. 5. Debt Management: Ways to reduce, manage, and eliminate debt. 6. Estate Planning: Guidance on wills, trusts, and estate management. 7. Insurance Planning: Information on life, health, disability, and property insurance. 8. Education Funding: Strategies for saving and paying for higher education. 9. Financial Planning for Families: Managing finances for households, including planning for children’s futures. 10. Financial Independence: Achieving financial independence and early retirement (FIRE movement). These topics reflect the diverse concerns and interests of individuals seeking to improve their financial well-being.Additional Information
Steven Calio serves as the Chief Executive Officer and Co-founder of CSG Financial. He recognizes the importance of starting to plan as early as possible, with transparency and trust being key throughout the advisory relationship. Steve currently holds his Certified Financial Planner™ (CFP®) certification. He earned a B.S. in Marketing from the Alfred Lerner College of Business & Economics at the University of Delaware. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks.NAPFA Start Date
May 31, 2024
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