Steven A. Lone, CFA, AIF®, CFS

Steven is a wealth advisor and accredited investment fiduciary, offering securities and fee-based financial planning through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. Mr. Lone began his investing career in 1987 with Thomson McKinnon Securities. He holds the Chartered Financial Analyst designation (CFA), and is in good standing with the Association of Investment Management Research in Charlottesville, Virginia. Mr. Lone served on the board of directors of a large Michigan organization for over seventeen years and also enjoys keynote speaking on Investments and Economic trends. 

Email Steve at SLone@mymoneyguys.com

Steven A. Lone