Vice President/Financial Advisor/Insurance
Steven Butler is a seasoned financial professional and a key member of the Investment Policy Committee at Cooper Financial Services, Inc., a Registered Investment Advisor Firm. As a fiduciary financial advisor and licensed Registered Representative and Principal of CFS Securities, Inc.—an affiliated Broker/Dealer and member of FINRA/SIPC—Steven plays a pivotal role in shaping the firm’s investment strategies and ensuring alignment with clients’ financial goals.
With extensive experience in wealth management, portfolio strategy, and risk analysis, Steven specializes in developing innovative, research-driven investment policies that deliver long-term value. His expertise spans investment planning, tax optimization, estate strategies, and inter-generational wealth transition. Steven’s dedication to financial excellence has earned him recognition as a recipient of the prestigious National Association of Insurance and Financial Advisors (NAIFA) Award, highlighting his leadership and commitment to the industry.
Through his role on the Investment Policy Committee, Steven combines analytical rigor with market insights to craft solutions tailored to diverse client needs, ensuring each decision reflects the firm’s high standards of transparency, trust, and precision.
Registrations, Licenses, Certifications & Affiliations:
SIE (Securities Industry Essentials), FINRA Series 6 (Securities Representative), Series 63 (State Law), Series 26 (Investment/Variable Contracts Principal license), Series 28 (Introducing Broker-Dealer and Financial Operations Principal), and Series 65 (Uniform Investment Advisor Law Exam), Connecticut Life, Long-Term Care, and Health Producer.
Broker-Dealer Affiliation:
CFS Securities, Inc., a Member of FINRA/SIPC/MSRB.