Steven R. Sanson 
Steven R. Sanson, MSFS, ChFC®, MRFC, CFS®
Branch Compliance Supervisor
Steven Sanson, with over 26 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, 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, 2022 and 2023 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.
