Stephen Weston II
I have worked in different areas of the financial industry since 2012. Over the years I have gained a broad range of knowledge to help guide families through all phases of life. I understand each client has unique needs, and gaining a clear understanding of what is most important to you is the top priority.
I have the tools and resources available to help solve a variety of financial needs for people in different stages of life. From the first-time investor just starting to save, to the person planning for retirement, to the person wanting to leave a legacy for their loved ones. I will help you understand all the options available and make the decision that is right for you.
Prior to working for CFCU I worked as an Associate Wealth Management Advisor at TIAA. Before working as a wealth advisor, I worked as a Financial Aid Counselor at Cornell University and as Universal Associate at CFCU helping families with all their banking needs.
I have lived in the Ithaca area since 2010. I am a very proud father of three kids and two lab fur babies. I enjoy all things outdoors and sports related. I am in the phase of life where my kids have constant sporting events, and cheering them on is my favorite thing to do.