First Command Financial Advisor - Steve Vergara
Financial Planning Consultants in Shalimar
First Command Financial Advisor - Steve Vergara
1120 N. Eglin Pkwy
Shalimar
Florida
32579
United States
Tel: (850) 613-6990
About First Command Financial Advisor - Steve Vergara
Business InformationSteve Vergara joined First Command Financial Services as a Financial Advisor in October 2008. Previously, he served as a banking center manager at Bank of America.
A graduate of Robert Morris College with a bachelor's degree in business administration and an associate's degree in computerized business systems, Steve holds Series 6, 63 and 65 securities licenses plus state life, health and variable annuity insurance licenses.
Steve advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Steve is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey.
Married with two children, Steve enjoys spending time with his family and watching his favorite teams, the Chicago Cubs, Chicago Bears and Chicago Bulls.
Additional Phone Numbers
Fax
(850) 613-6767Mobile
(850) 614-4622Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management
Photos
4836
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