Steven Huskey, CFP®, CExP™
President / CERTIFIED FINANCIAL PLANNER / Certified Exit Planner
I am a native Carolinian, being born outside of Charlotte and growing up in Greenville, SC. I decided to call Charleston my home after graduating from the College of Charleston. I have been in the financial field my entire career, spending the first 9 years in banking in various leadership roles, most notably as a Private Banker. I helped banking clients with larger assets navigate more complex financial issues and investing. My team and I specialize in educating pre-retirees and business owners to discover financial independence as they define it. We take complex information and concepts and make them simple to understand.
I am married to my loving wife, Brittany, and have three beautiful daughters, Harper, Emerson, and Calliope. My passions outside of work involve sports, Carolina Panthers and UNC Tar Heels, as well as playing guitar in my church, lifting and running long-distances, and golf. If I can ever be a resource for you, give me a call and let's connect over coffee.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.