Kenneth D. Steele, CFP<sup>&reg;</sup> - Financial Advisor

Kenneth D. Steele, CFP®

Senior Financial Planner

Mass Mutual

301 Edgewater Place, suite 200
Wakefield, MA 01880
(781) 876-4182

General

Kenneth Steele is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mass Mutual in Wakefield, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, CLU

Insurance Licenses

  • Life insurance: MA, ME, NH, RI, NY, NJ, PA, NC, IL, FL, TX,
  • Health/disability insurance: MA, ME, NH, RI, NY, NJ, PA, NC, IL, FL, TX,
  • Property/casualty: MA, ME, NH, RI, NY, NJ, PA, NC, IL, FL, TX,
  • Fixed annuities: MA, ME, NH, RI, NY, NJ, PA, NC, IL, FL, TX,
  • Variable annuities: MA, ME, NH, RI, NY, NJ, PA, NC, IL, FL, TX,

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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