Stevan Raseta

Stevan Raseta

Financial Planner

Steve Raseta was born and raised in the Mahoning Valley. He is a 2002 graduate of Struthers High School, and a 2007 graduate of Youngstown State University, where he earned a bachelor’s degree in finance. Steve was recruited to enter the financial services industry in 2008. He currently holds FINRA Series 7 and 66 securities licenses along with life, disability, and long-term care insurance licenses.

As a specialist in 401(k) planning, participant education, and individual retirement income planning, his practice revolves around addressing all areas of an individual’s or family’s financial situation. Then, together with the client, develops a long-term, forward looking, and workable plan. On the corporate side, his focus has been helping business owners implement proper retirement plans and employee benefits packages. Steve makes sure to conduct regular education meetings for the participants regarding their specific financial situation and current economic events.

In his free time Steve prefers to be in the great outdoors. This includes spending time with his family in Cooks Forest, Pennsylvania, and in Conneaut, Ohio, on Lake Erie. This provides an abundance of opportunities to hunt, fish, camp, ski, mountain bike, and hike all year long. Orienting himself around family, education, and community, Steve is an active member of the Lowellville Rod and Gun Club and the Financial Services Institute. He also loves Ohio State Football.