Steven M. Ruttgeizer, CFP®, ChFC, CLU, RHU, is a Financial Adviser with Lighthouse Financial Network, LLC, a member of the John Hancock Financial Network. Steven began his career with John Hancock in 1985 and over the years he has qualified for many company and industry recognition awards by helping his clients.
Contact Steve for help with planned giving, charitable trusts, and if you are considering a large donation, ask Steve for ways to make it more tax beneficial to you!
Lighthouse Financial Network, LLC is independent of Signator Investors Inc. Registered Representative /Securities and Investment Advisory Services Offered Through Signator Investors, Inc. Member of FINRA, SIPC, a Registered Investment Adviser. 117-20160202-274460
Lighting the Way to a Secure Financial Future
Steven focuses on working with physicians and other professionals as well as business owners to identify problems or gaps in their financial strategies and evaluate different options in order to help achieve their goals and implement a strategy to meet objectives. He has been successful in doing this for his clients for over three decades.
Steven has obtained numerous professional designations over the years. Steven obtained his Chartered Financial Consultant (ChFC) designation and Charted Life Underwriter (CLU) designation from the American College in 1994. He also qualified for the prestigious Certified Financial Planner (CFP®) designation from The Certified Financial Planner Board of Standards, Inc. in 1996. Additionally, in 2001 Steven earned the Registered Health Underwriter designation from The American College.
Steven is a member of a various professional organizations such The Estate Planning Council of Nassau County, National Association of Insurance and Financial Advisors, (NAIFA) and has qualified for membership in the Million Dollar Round Table (MDRT) multiple times.
Steven resides in Roslyn, NY with his wife Denise who is a physician specializing in Pulmonary and Critical Care Medicine, and their three daughters. Additionally, Steven serves on the Board of Directors of The Musella Foundation for Brian Tumor Research as Treasurer.