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Stephen Moran, ChFC®

Stephen Moran, ChFC®

Financial Planning Support Specialist

Steve started working in the financial services industry in 2001. He joined RBJ Wealth Management, LLC in 2020.  Since 2023, Steve has focused on supporting RBJ’s Financial Planning and Insurance practices as a Financial Planning Support Specialist. Prior to his financial services career, Steve was a mechanical engineer and worked as both a technical sales engineer and a project/design engineer. Steve graduated from Johns Hopkins University in 1993 with a Bachelor of Science in mechanical engineering. He also holds the Chartered Financial Consultant (ChFC®) designation.

Steve lives in Phoenix, MD, with his wife, Kerri, and their four children. Steve volunteers for various activities at the kids’ school and enjoys coaching youth soccer and basketball.

Financial planning services are offered only through approved Financial Planners of LPL Financial.



CA Insurance License # 0E81417 domiciled in MD