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Steve Crossett
Steve Crossett
Senior Vice President - Financial Planning | Financial Engines
Melbourne, Florida, United States
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.
Steve Crossett
Work Experience
Senior Vice President - Financial Planning at
Financial Engines
February 2016 - Present
Senior Vice President - Investments at
The Mutual Fund Store
March 2007 - February 2016
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
*********@financialengines.com
*********@edelmanfinancialengines.com
Colleagues
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