Stephen N. Superits
Series 7 and 66 Registrations held LPL Financial
After a successful career in the corporate world, my goal is to leverage my experience to provide individuals, families and organizations with personalized financial advice and investment management services. In 2011, I joined the Financial Design Group team and have worked to build enduring client relationships based on mutual respect and uncompromising ethical standards.
I specialize in investment management, asset protection strategies, life insurance and annuities, retirement income strategies, 401(k) plan services, retirement plan rollover options, asset allocation and risk management for individuals and organizations.
My career in corporate finance and public accounting has allowed me to gain an in-depth knowledge of capital markets, pensions and corporate finance, manager due diligence and evaluation, and portfolio construction. I also have hands-on experience in pension fund asset management, having served as portfolio manager for an actively managed U.S. value equity fund and as co-manager for a U.S. Treasury Bond fund.
I am a graduate of Michigan State University and have also completed post-graduate programs in financial management and executive development at The University of Michigan Ross School of Business and in Pension Funds and Money Management at The Wharton School, University of Pennsylvania.
My wife, Ginny, and I are long-time and active members at Five Lakes Church in Sylvania, Ohio. We are the proud parents of one married daughter and were recently blessed to become grandparents. In addition to my service at Five Lakes, I enjoy golf, biking and spending time with family and friends.
Asset allocation does not ensure a profit or protect against a loss.