Steve Conte
Principal
Steve Conte is Principal of Wealth Management in a Box, and has 30+ years of experience in corporate America, with emphasis in retirement financial planning, human resources, and operations, both domestic and international.
Steve has devoted the last 15+ years of his professional career to working directly with pre-retirees and retirees, business owners, and professionals, providing alternative strategies for their retirement needs.
He has an accomplished background as a senior executive and corporate officer in companies ranging from Bristol-Myers, Schering-Plough, United Brands, and Newmont Mining Corporation. Steve has been responsible for the design, development and management of defined benefit pension plans and 401(k) plans, as well as employee benefit and compensation plans.
Steve brings an extensive background in financial management planning, human resources and operations to the programs he represents and understands.
Steve is a graduate of St. Ambrose University, where he earned a Bachelor of Science degree with honors in political science and economics, and won the Political Science Academic Excellence Award. He has completed more than 50 professional, technical, sales and management programs. A seasoned traveler, he has worked in Europe, Russia, South and Central America, Canada and the Far East.
Advisory services offered through ChangePath, LLC., a Registered Investment Adviser. ChangePath, LLC. and Beacon Retirement Planning Group, Inc. are unaffiliated entities. ARE-8089 | 20446 - 2020/9/28
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advisory services offered through ChangePath, LLC., a Registered Investment Adviser. ChangePath, LLC. and Beacon Retirement Planning Group, Inc. are unaffiliated entities. ARE-8089 | 20446 - 2020/9/28
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.