Steve Raymond

Steve Raymond, CFP®, currently serves as AVP - Financial Planning Practice Management Consultant and Sr. Plan Manager at LPL Financial since April 2023. Previously, Raymond held the position of 401(k) Plan Advisor at SAFE Credit Union, focusing on ERISA compliance and employee education on retirement planning from February 2022 to March 2023. With a diverse background, Raymond has also worked as a Financial Advisor at SAFE Financial Services and Fountainhead Wealth, and has been actively involved with various organizations, including serving as Board Chair for The Playmakers and as President of the Financial Planning Association. Educational credentials include a Bachelor's degree in Mathematics from the University of New Hampshire, an MBA and MS in Finance and Operations Research from the University of Miami Herbert Business School, and a Certificate in Personal Financial Planning from the University of California, Davis.