Steven Callaghan, CFP®, is a Senior Financial Advisor at Vanguard, where they provide comprehensive financial advice to high net worth clients, focusing on retirement, college, and estate planning. Prior to this role, they served as an Investment Specialist and held various positions within Vanguard, contributing to training programs and improving operational efficiencies. Steven's earlier experience includes managing a start-up for Temple University that focused on reducing waste and generating revenue. They also held leadership roles in Kappa Sigma Fraternity, emphasizing financial oversight and community engagement. Steven is currently pursuing a Bachelor of Business Administration in Finance at Temple University.
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