Stephen Augstell is a CFP® Practitioner with extensive experience in financial planning and wealth advising. They served as a Senior Financial Planner and Wealth Advisor at Berkshire Bank from 2017 to 2022 and currently hold the position of Regional Director of Planning at KeyBank. Stephen also has been an Adjunct Professor at Siena College since 2010, sharing their expertise with students. Their educational background includes pursuing a Master's degree in Financial Planning from the College for Financial Planning and a degree in Finance from Le Moyne College.
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