Stephen Balen

Stephen Balen

Vice President
Financial Advisor

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Meeting Prep

Steve, originally from Wayne, PA, earned his BS in Finance from Pennsylvania State University in 1979. His journey continued with the completion of the Certified Public Accounting Boards Examination in November 1979, followed by invaluable experience at Coopers and Lybrand in Philadelphia. In 1980, Steve embarked on a new chapter, trading commodity futures as a trading merchant in complex financial markets joining a prominent Wall Street firm, where he obtained Series 7, 63, and 3 licenses, gaining proficiency in navigating financial markets.

.With over 40 years of market experience, Steve possesses an acute ability to help clients, both new and long-standing, work towards their financial goals. He also holds Series 65, Life, and Variable Annuity insurance licenses, reflecting his commitment to providing comprehensive financial guidance.

Steve and his wife, Kelly, reside in Williamstown Township, sharing their home with two AKC Samoyed show dogs, Cash (GCH) and Paris. They are active members of St. David’s Church in Wayne, where they engage with other likeminded people in supporting community members in need.

Your dreams and aspirations are of utmost importance. Steve’s extensive experience and grounded approach foster a collaborative financial journey.

Steve and Client Service Associate Kirstie Winston serve our client family from the Conshohocken branch.

Stephen Balen holds the Series 7, 63, and 65 registrations with LPL Financial. He also holds her life, health and variable annuities insurance licenses.

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