Steve Fenner, AIF®
Senior Wealth Advisor
Background
Steve Fenner, AIF®, has been with Millennium Advisory Services, a HUB International Company since 2000. With over 20 years of experience as a financial advisor, Steve shares his wealth of experience and knowledge with every participant he meets.
Committed to empowering individuals to reach their financial goals, Steve is instrumental in providing the firm’s communication and education services, aimed at boosting retirement awareness and engagement. His unwavering commitment extends beyond any platform changes, ensuring ongoing and steadfast support to participants throughout their financial journeys.
Steve attended Virginia Commonwealth University, where he studied Mass Communications.
Steve Fenner has completed training on investment fiduciary responsibility, and has earned the Accredited Investment Fiduciary® (or AIF®) professional designation. This is awarded by the International Center for Fiduciary Studies, to individuals who successfully complete initial and ongoing accreditation requirements. The AIF® trademark is registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of fi360.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting