Stephen Collins, CFP®, CRPS®
Founder | Partner
Stephen J. Collins, CFP®, CRPS®
Steve is an LPL Financial Advisor who joined Waddell & Reed in 1986 shortly after graduating from Boston College’s School of Management with a concentration in finance.
Steve and his team member, Sheryl Wein founded Boston Light Financial together in June of 2018 after having worked together for nearly 2 decades. The goal behind Boston Light Financial was to bring together a team of highly qualified individuals who could work together as a group to offer our clients a well rounded experience based on clients needs. Diversification, asset allocation, and an attention to serving clients and their needs are important philosophies behind Boston Light Financial.
Steve focuses on providing well diversified and tailored asset allocations for each client to help them meet their individual goals.
Steve has his Series 7 and Series 66 licenses with LPL Financial. Additionally, he holds the following professional designations:
- Certified Financial Planner (CFP®)
- Chartered Retirement Plan Specialist (CRPS®)
Steve grew up in Reading, MA. And recently has been a 20 plus year resident of Lynnfield, MA where he lives with his wife Christine and their dog Louie. Steve and Christine have three adult children. In his spare time Steve enjoys spending time on Cape Cod, traveling, good wine and books.