Steven Fretthold

Partner

Steven Fretthold began his career as a Financial Consultant with the company in 2009. At The BlackOak Group, he remains an integral part of our Business Solutions Team, where he has focused his practice on the financial planning needs of individual employees and their respective families, within multiple qualified-plan markets.

In working with his clients, his objective has always been to simplify the complex world of financial planning. Through the development of customized strategies, prioritizing both goals and concerns, he is able to provide guidance and education needed to feel confident in making sound financial decisions.

Steve holds the title of Retirement Planning Specialist¹, which was awarded by Equitable Advisors, LLC, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School, at the University of Pennsylvania. Other credentials include FINRA Series 7, 66 and 24 registrations, as well as a New York State Life and Health Insurance License.

Born and raised in Western New York, Steve graduated from Saint John Fisher College in Rochester, with a Bachelor of Science degree in Business Management, and concentration in Corporate Finance.

Steve and his wife Colleen currently reside in Williamsville with their three children, Walter, Penelope and Elizabeth. In his free time, he is an avid golfer and enjoys spending time with his quickly growing family!

Professional Recognitions

Centurion
National Leaders Corps

Contact Information

Steven.Fretthold@Equitable.com
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 Financial 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.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.}