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Mr. Sanson serves as a speaker and educator on various financial subjects, and has taught many classes at local universities, colleges, high schools and nonprofit organizations.
HARLEYSVILLE, PA, February 16, 2015 /24-7PressRelease/ -- Steven R. Sanson, MSFS, ChFC, CFS, RFC, Branch Manager/Registered Principal and Financial Advisor at Financial Voyages, LLC, has been recognized for showing dedication, leadership and excellence in finance and wealth management.
With 18 years of experience in his field, Mr. Sanson is known for his expertise in personal wealth management and business management. Daily, he is tasked with building and maintaining long-term relationships, as well as creating unique and personalized solutions to help his clients achieve their financial goals. Additionally, he is adept at effectively explaining clients' options and offering unbiased guidance with independent product solutions while diligently monitoring progress.
Mr. Sanson is a member of Continuity Partners Group, LLC, and has access to an extensive array of continuity and business consulting services, including continuity protection, acquisition financing, and succession planning and financing. Mr. Sanson serves as a speaker and educator on various financial subjects, and has taught many classes at local universities, colleges, high schools and nonprofit organizations.
Furthermore, Mr. Sanson has served in the military for nearly three decades, and is now a lieutenant colonel in the Pennsylvania Army National Guard. He also serves in the Medical Service Corps as the commander for the Medical Battalion Training Site. The U.S. Army has recognized Mr. Sanson for his volunteer and educational work at nonprofit organizations.
Recently inducted into Worldwide Registry, Mr. Sanson became involved in his profession because his brother was a financial planner and he had the opportunity to work with him in this business.
Well equipped to aid his clients, Mr. Sanson is the holder of a Master of Science in Financial Services and a Bachelor of Business Administration in Economics. In addition, Mr. Sanson is a chartered financial consultant, certified fund specialist, registered financial consultant, limited and general securities agent, Registered Investment Advisor, General Securities Principal, and Operations Professional. Moreover, he is the holder of FINRA Series 6 and 7, Series 65, Series 24, and Series 99 in Life, Accident, Health, Disability, Long Term Care and Property and Casualty Insurance.
An avid networker, Mr. Sanson is a member of Tri-County Area Chamber of Commerce, the Institute of Business and Finance, the Financial Service Institute, the International Association of Registered Financial Consultants, a founding member of the William Way Community Center, and the owner of Continuity Partners Group, LLC.
Recognized for his excellence, he was named one of the Top Wealth Managers In Philadelphia by Philadelphia Magazine in 2013, and received the Military Outstanding Volunteer Service Medal in 2001. In addition, he is the holder of a Five Star Wealth Manager Award.
In the coming years, Mr. Sanson would like to establish a continuity plan for the firm to bring in advisors to the firm.
For more information about Financial Voyages, LLC, visit http://www.financialvoyages.com.
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