About Us

Steve Fortino, CFP®, ChFC®, MBA

Senior Vice-President
Phone: (303) 305-5438

Steven Fortino is a Senior Vice President, who specializes in Retirement Planning for educators, since 2011. He manages a team within Equitable’s Retirement Benefits Group that cover Colorado, Wyoming and Utah.  In addition to providing a world class experience for our clients, Steve trains new Financial Professionals and coordinates relationships with school districts across the Rocky Mountain area.  He is honored to work with educators because of the incredible impact they have on the lives of children, staff, and the communities we serve.  What an honor it is to serve those who change lives every day.  Steve lives in Aurora, CO with his wife and two children.  They enjoy spending time outdoors, exploring this beautiful part of the country, and enjoying time with friends. 

 

Licenses and Professional Designations:


  • State Life, Accident, and Health Insurance License
  • FINRA Series 7, 24, 53, 66
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant



 


School Safety:


The safety of your faculty and students is our number one priority.  We want to serve employees with respect to all policies and procedures of your building.  Equitable obtains extensive background checks including prior employment, military record, education, character, general reputation, personal characteristics, and criminal background, including fingerprinting.


If you or anyone you work with ever has a concern about our presence in your building, please feel free to reach out to Steve or to Equitable.


 


CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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