Steven W. Jefferys,  CFP<sup>&reg;</sup> - Financial Advisor

Steven W. Jefferys, CFP®

CFA, MBA

Principal

Arch Financial Advisors

4609 Woodfield Rd
Bethesda, MD 20814
FINANCIAL ADVISOR'S WEBSITE
(703) 855-0110

General

Steven Jefferys is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arch Financial Advisors in Bethesda, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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