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Steven Cueto, CRPC®

Steven Cueto, CRPC®

Financial Planner

Steven Cueto, CRPC®
Managing Partner - Wealth Advisor

Steven Cueto is a Series 7 and 66 registered wealth advisor. He started in the financial services field in 2002 at World Savings Bank, as a financial representative where he first met John Mateyko. He has been a Banking Branch Manager for Washington Mutual, JP Morgan Chase, and Fifth Third Bank. He uses cutting edge software and design modules to implement strategies that consistently exceed industry standards.

The Chartered Retirement Planning CounselorSM , or CRPC® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, to define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

Steven truly enjoys getting to know our current and prospective clients. He uses a time tested and refined process to help them achieve their financial goals.

Steven attended the University of Illinois at Chicago. He lives in Park Ridge IL with his wife Stephanie, his son Gavin and 2 dogs Riley and Rudy.