Steven Fretthold is a Vice President at Equitable Advisors. He is a Retirement Planning Specialist1 and is registered in FINRA series 7 and series 24. At The BlackOak Group, Steve is an integral part of our business solutions team. For the past seven years, he has focused on the financial planning needs of executives and employees within the 401k and qualified plan markets.
Born and raised in Western New York, Steven graduated from St. Fisher College with a bachelor’s in business management.
Steve and his wife Colleen enjoy spending time at their cottage. Steve is a devoted golfer and enjoys basketball.
Office: (716) 626-2590
1. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.↩
i. Disclosure – 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 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 Equitable atretirement@Equitable-equitable.com