Steven R. Sanson

Steven R. Sanson, MSFS, ChFC®, MRFC, CFS®
Branch Compliance Supervisor

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Steven Sanson, with over 28 years of invaluable experience in the financial industry, has recently transitioned from client services to focus exclusively on his position as Branch Compliance Supervisor at Financial Voyages. Throughout his tenure, Steve has honed his expertise in regulatory compliance, ensuring strict adherence to industry standards. His dedication to overseeing operations and maintaining rigorous compliance protocols underscores his commitment to upholding the highest standards of integrity and professionalism within the organization. His dedication to client relationships and their well-being remains at the heart of his approach. 

Education:
Bachelor’s Degree in Business Administration from Temple University
High Honors from Temple University in Economics
Master of Science degree in financial services (MSFS) from the American College’s Richard D. Irwin graduate school

Designations and Certificates:

FINRA Series 6, 7, 24, 63, 65, and 99 licenses
Chartered Financial Consultant® (ChFC®)
Master Registered Financial Consultant (MRFC)
Certified Fund Specialist® (CFS®)
Life, Accident, Health, Disability, Long Term Care and Property and Casualty Insurance licenses

Awards and Honors:

Steve has been honored with recognition by Philadelphia Magazine in its selection of “2012, 2013, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 Philadelphia Five Star Wealth Managers”.

Steve proudly served his country for over 32 years; retiring as a Colonel in the United States Army Reserve (USAR) and as a Brigadier General, Retired, Pennsylvania Army National Guard (PA ARNG) in 2019.  Steve was awarded during his service the Meritorious Service Medal (2), Army Commendation Medal (8), Army Achievement Medal (3), Army Reserve Component Achievement Medal (10), National Defense Service Medal (2), Kosovo Campaign Medal, Global War on Terrorism Service Medal, Military Outstanding Volunteer Service Medal,  Pennsylvania Meritorious Service Medal, and the Pennsylvania Commendation Medals among many others.  He was inducted into the Order of Military Medical Merit in 2019.  This prestigious award recognizing Army Medical Department (AMEDD) members who have shown exceptional integrity, moral character, professional competence, and outstanding contributions to the AMEDD for at least 15 years.  

Current Memberships:

Member of the Institute of Business and Finance
Member of Financial Service Institute (FSI)
Member of the International Association of Registered Financial Consultants
Lifetime member of the VFW and the American Legion

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