Stephen Moran, ChFC®
Steve started working in the financial services industry in 2001 when he joined Martin/Wight & Company, LLC. He joined RBJ Wealth Management, LLC in 2020. Steve provides comprehensive financial advisory services to help develop long-term financial strategies that are designed to help physicians meet their obligations and reach their financial goals. 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.
CA Insurance License # 0E81417 domiciled in MD
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. (www.SIPC.org). RBJ Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.