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Steve Crossett

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Steve Crossett

Senior Vice President - Financial Planning | Financial Engines

Melbourne, Florida, United States

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Steve Crossett

Summary

Steve Crossett is a seasoned financial professional based in Melbourne, Florida, currently serving as the Director of Financial Planning at Edelman Financial Engines. With over a decade of experience in the financial advisory sector, he specializes in 401(k) rollovers, asset allocation, and retirement planning. His career trajectory includes significant roles at Financial Engines and The Mutual Fund Store, where he honed his expertise in investment strategies and wealth management. Steve holds a Bachelor of Arts in Economics from the University of West Florida and an Associate of Arts in Business from St. Petersburg College. He is known for his personalized approach to investment management, helping clients navigate their financial goals. Outside of his professional life, Steve is passionate about educating others on financial literacy and investment strategies. He believes in the importance of tailored financial planning to achieve long-term success.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Steve Crossett

Work Experience

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Senior Vice President - Financial Planning at

Financial Engines

February 2016 - Present

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Senior Vice President - Investments at

The Mutual Fund Store

March 2007 - February 2016

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Steve Crossett

Education

University of West Florida - College of Business, Bachelor Of Arts (B.A.)

January 1988 - January 1990

St. Petersburg College, Associate Of Arts (A.A.)

January 1986 - January 1988

Frequently Asked Questions about Steve Crossett

What is Steve Crossett email address?

Steve Crossett's primary email address is *********@financialengines.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steve Crossett work for?

Steve Crossett is a Senior Vice President - Financial Planning at Financial Engines, a company specializing in Functions related to depository banking.

Where Steve Crossett graduated from?

Steve Crossett holds a degree in Economics from University of West Florida - College of Business.

How can I directly contact Steve Crossett?

To contact Steve Crossett directly, you can use the email address *********@financialengines.com. Complete contact information is available upon registration with Muraena.

Who is Steve Crossett?

Steve Crossett is a seasoned financial professional based in Melbourne, Florida, currently serving as the Director of Financial Planning at Edelman Financial Engines. With over a decade of experience in the financial advisory sector, he specializes in 401(k) rollovers, asset allocation, and retirement planning. His career trajectory includes significant roles at Financial Engines and The Mutual Fund Store, where he honed his expertise in investment strategies and wealth management. Steve holds a Bachelor of Arts in Economics from the University of West Florida and an Associate of Arts in Business from St. Petersburg College. He is known for his personalized approach to investment management, helping clients navigate their financial goals. Outside of his professional life, Steve is passionate about educating others on financial literacy and investment strategies. He believes in the importance of tailored financial planning to achieve long-term success.

Steve`s contact details

mail

*********@financialengines.com

*********@edelmanfinancialengines.com

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