Personal Financial Coach
Greater Boston Area
- Current
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- Personal Financial Coach at R.K. Gustafson Financial
- Education
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- Babson College - Franklin W. Olin Graduate School of Business
- Bentley College
- Recommended
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1 person has recommended Steve - Connections
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46
connections
- Industry
- Financial Services
- Websites
Steve Hocheiser’s Summary
Steve Hocheiser’s Specialties:
Specialties include
Retirement plans for businesses with fewer than 100 employees
Small business owners
Individuals
Steve Hocheiser’s Experience
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Personal Financial Coach
R.K. Gustafson Financial
(Privately Held; 1-10 employees; Financial Services industry)
November 2005 — Present (3 years 9 months)
I work with people who are concerned about the many competing demands on their money. They are often worried about providing for the here and now and about outliving their money.
I encourage all my clients to call me before they make any decisions that impact their finances. The topics include more than money and investing. Some issues I have worked with client on involve changing jobs, evaluating savings for the children's education and their retirement and many life altering events.
The objective is to form a partnership with my clients and help to educate and coach them through the complexities of personal finance.
Steve Hocheiser’s Education
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Babson College - Franklin W. Olin Graduate School of Business
MBA , Business , 1987 — 1993
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Bentley College
B.S. , Accounting , 1975 — 1987
Steve Hocheiser’s Contact Settings
Interested In:
- expertise requests
- business deals
- reference requests
- getting back in touch
