Steven R. Sanson, MSFS, ChFC®, MRFC, CFS®
Managing Partner, Financial Advisor
Steven Sanson brings 26 years of financial industry experience to his role as the branch manager, managing partner and OSJ supervisor of Financial Voyages. Steve’s extensive knowledge, education, and experience enable him to effectively create unique and personalized solutions to help his clients achieve their financial goals. Building long-term relationships is a primary focus of his practice.
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, 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, Forbes and the Wall Street Journal in its selection of “2012, 2013, 2017, 2018, 2019, 2020, 2021 and 2022 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.
Community Involvement and Volunteerism
Speaker and Educator teaching hundreds of classes at local universities, colleges, high schools, and non-profit organizations to include Temple University’s Ft. Washington Business Campus
Member of the Institute of Business and Finance
Member of the Montgomery County Estate Planning Council
Member of Financial Service Institute (FSI)
Belongs to the International Association of Registered Financial Consultants
Lifetime member of the VFW and the American Legion
Outside of the office!
Our resident numismatist (you just learned a new word, didn’t you? It means coin collector…) and art aficionado, Steve brings a witty, intelligent, and perpetually cheery demeanor to the team at Financial Voyages. He’s a wonderful financial advisor, but would make a terrible restaurant waiter. What did you order again? Steve is our resident tech guru and enjoys all things that bring efficiency to our office and clients. His favorite app is: “Sign Easy” because he can sign documents away from his laptop.
If Steve wasn’t in the financial industry, his dream job would be being a US National Park Forest Ranger. Steve spends any free moment he can hiking, exploring, and spending time in nature – and he prefers the mountains to the beach. It comes as no surprise that Steve’s favorite smell is fresh pine and the fallen leaves.
Keeping in line with the “fall” theme, Steve’s favorite holiday is Thanksgiving. What is not to love about time with family, amazing food, and beautiful fall scenery?
Don’t be fooled by Steve’s easy-going demeanor though, he’s a loud, proud Michigan fan and bleeds maize and blue. On the off seasons for Michigan, you’ll find him rooting for other Philadelphia teams like the Eagles or Phillies.