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Stephen B. Falgoust, MBA

Stephen B. Falgoust, MBA

Financial Advisor

As a seasoned financial advisor, Stephen has consistently demonstrated an ability to effectively articulate the unique needs and financial objectives of his clients. Drawing upon a rich background rooted in a family of entrepreneurs, Stephen has honed the skill of prioritizing and addressing client goals and concerns with utmost dedication.

Beyond his financial acumen, Stephen's leadership capabilities were cultivated through over fifteen years of competitive ice hockey, where he assumed significant roles fostering team development. This valuable experience instilled in him a profound appreciation for the synergy achieved through collaborative efforts, shaping his perspective as a financial ally and coach for his clients.

Stephen's overarching goal is to craft personalized financial strategies that empower his clients to attain financial freedom throughout their lifetime. Committed to elevating the lives of those he serves, Stephen focuses on the educational aspect of the planning process. He assists clients in getting organized, prioritizing what is important, and navigating future economic uncertainties. His comprehensive plan builds true financial balance, providing clarity and structure to help clients visualize their true potential, success, and the guided path to achieving both short-term and long-term goals.

Outside the professional realm, Stephen enjoys participating in various sports activities such as hockey, golf, and baseball. He is also an avid sports enthusiast who values spending quality time with family and friends.

Stephen holds an MBA from Quinnipiac University and possesses a comprehensive set of licenses, including Life, Accident, and Health Insurance, as well as Series 7 and 66 securities licenses. 

 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.