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Stephen Bene, CFF, NSSA

Stephen Bene, CFF, NSSA

Wealth Management and Retirement Income Planning

Stephen Bene is a wealth advisor and retirement income planning specialist at OneTeam Financial. His
mission is to educate clients on financial, retirement and tax planning strategies and provide them with
sound, independent and unbiased advice.


Stephen provides customized strategies to help solve his clients’ financial concerns. By analyzing financial
and personal circumstances, he provides solutions to help increase their assets, reduce their taxes, and
makes planning for their legacy simple.


Stephen believes he has the professional, moral and ethical responsibility to be transparent with clients
during every step of the financial planning process. His goal is to share his knowledge of comprehensive
financial and retirement planning strategies to help individuals, families and business owners have the
confidence to know they are making the right decisions and have the right long-term strategy for
themselves and their family.


As the son of two dedicated and passionate math teachers, Stephen learned at an early age that
education is fundamental. His desire to help and his education-based approach with clients is a direct
result of the values his parents taught him and encouraged throughout his upbringing.
To validate his commitment to furthering his education and competency in the advice he provides,
Stephen has earned multiple certifications, designations, and licenses.


A frequent speaker at professional events and workshops, Stephen brings experience and simplicity to
vital and complex topics impacting retirement and tax planning strategies. As the Director of the Spring
Lake Chapter of the American Financial Education Alliance (AEFA), he continuously informs and educates
adults within our communities about financial matters. 

CA Insurance License 4025785

CERTIFICATIONS

  • Certified Financial Fiduciary (CFF®)
  • National Social Security Advisor (NSSA®)
  • FINRA Series 7, 66 and 79 Securities Registrations
  • Life & Health Insurance licenses

AFFILIATIONS

  • American Financial Education Alliance (AFEA)

File#: 6033329.1