Broker Check
Steven Fraidstern, CLU, ChFC

Steven Fraidstern, CLU, ChFC

Partner

Mr. Fraidstern received a B.A. from City College in New York in 1968 where he was elected to Phi Beta Kappa. He received his Masters of Arts degree from Trenton State College in 1970. Mr. Fraidstern has been involved in insurance and employee benefit planning since 1972. He has served as President of the South Florida Employee Benefit Council. He is a frequent lecturer on retirement plans, has taught courses for the Florida Institute of Certified Accountants, and received its outstanding lecturer award. He received his Chartered Life Underwriter designation in 1976.

Steve joined Associated Pension Consultants Inc., in 1981, which was succeeded by Associated Financial Consultants, Inc. in 1990 and has actively designed, installed and administered in excess of 1,000 retirement plans for businesses and professionals.

Steve has also acted for numerous clients as plan consultant and liaison with third party record keepers.

In May 2015 Financial Times Magazine recognized Steve for his outstanding work in the 401(k) industry as one of the Top 401 Retirement Advisors; in addition Associated Investor Services was also recognized as part of the Top 100 Teams in Plan Adviser Magazine.

In 1989, Steve co-founded Associated Investor Services, Inc., which has become A Registered Investment Advisory Firm. He holds his securities license through Investacorp, Inc. a Registered Broker/Dealer Member FINRA, SIPC.