Stephen J. Carew, AIF

Managing Partner, BGA Retirement Advisors

Steve has more than 24 years experience in the investment and insurance industries. He is the Managing Director and Partner responsible for the Retirement Planning Division at BGA Financial. His focus is on the design, implementation, and on-going service of Employer Sponsored 401k plans.

Steve holds an Accredited Investment Fiduciary (AIF) designation from The Center of Fiduciary Management/fi360.  Steve specializes in providing highly effective retirement plan communication and education for plan participants as well as robust fiduciary support and ongoing due diligence for the Plan Sponsor.

Steve has been named to the Financial Times 401 Top Retirement Advisors* for 2018 and 2019.  This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US. 

Steve is a 1981 graduate of Maine Maritime Academy. He is an Investment Advisor Representative and holds his Series 6,7,63, and 65 securities licenses. He is a member of the National Association of Insurance and Financial Advisors.  Prior to joining the financial services industry in 1995 he was a Program Manager with GE.

Steve resides in Falmouth, Maine.  

*The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times.  The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research.  The listing reflects each advisor's status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record.  This honor is not indicative of the advisor's future performance.  Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. 

 

Phone (207) 689-3400
Fax (207) 689-3422
Mobile Phone (207) 329-2547