Steve Faggiolly

Steven Faggiolly, Managing Director SRP Silicon Valley. Steve is responsible for shaping and delivering retirement plan consulting services for new and existing clients, with a focus on fiduciary guidance, employee education, and client satisfaction. Steve began his financial services work in San Mateo, California in 2001, as a personal wealth advisor. His early work with individual investors has helped to inform his keen understanding of investor behavior, behavioral finance, and choice architecture. Under his direction, we have shaped our current practice of harnessing the power of behavioral finance, while simultaneously embracing the importance of employee engagement and financial literacy. Prior to joining Strategic Retirement Partners, Steve was a founding partner of Ascent Wealth Management Group, LLC.; founded in 2003 with the mission of helping clients confidently prepare for life after work. Ascent affiliated with 401(k) Advisors in 2011 to drive innovation. In 2015, Steve and the Ascent Team helped launch the Strategic Retirement Partners network of advisors; a network of seasoned professionals exclusively focused on retirement plan consulting and participant outcomes. Steve received his Accredited Investment Fiduciary® designation in 2012 through the Wharton West program. He is a Registered Investment Advisor Representative and holds a FINRA Series 7 (General Securities), Series 66 (Uniform Combined State Law Examination), and Series 24 (General Securities Principal). He is a graduate of the California State University, Chico, where he earned a B.S. in Business Administration – Strategic Management. When Steve is not helping clients envision and prepare for retirement, he enjoys spending time with his family and travelling. Steve resides in Redwood City, California with his wife, son, and daughter.