Stephen Vettorel

Stephen has established himself as a distinguished authority in portfolio management and retirement income planning. His journey began following the sudden loss of his father while Stephen was pursuing a finance degree at Xavier University. This life event sparked a mission to help his family and empower others. Stephen’s career spans 23+ years, including roles at Fidelity and Fisher Investments — where he worked alongside famed investor and Forbes columnist, Ken Fisher. In 2017, Stephen was named to the INVESTOPEDIA 100, a list of influential advisors based on experience and social presence in the financial service industry.

Stephen is devoted to his wife, April, and a proud father to his children, Ava and Evan. His interests include the markets, classic car restorations, boating and golf.