Steven Knapp
Financial Consultant, Retirement Planning Specialist
Mobile: (845) 527-2285
Mr. Knapp received his BA from Assumption College in Worcester, MA and is a Retirement Planning Specialist based on his receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. He and his wife live in East Fishkill and have four children.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.