Stephen C. Target

CLU, ChFC
Partner

Steve has been in the insurance and financial services industry since 1990 both as an advisor and as a key member of the executive management team of a financial services firm in the Greater Philadelphia region. He is a 1989 graduate of The Pennsylvania State University with a B.S. in Economics and has also earned both the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College.  Additionally, he holds FINRA Series 6, 7, 63, 65, 26 and 24 licenses.

As an advisor, his career has been focused on providing counsel to execute effective, tax favored wealth transfer plans for physicians, entrepreneurs, closely held business owners and corporate executives.   With a specialty on the design and implementation of life insurance contracts, Steve has also focused on the unique positioning of Private Placement Life Insurance and Annuities.

He is an active member of the community and currently serves as an Advisory Board Member of For Pete’s Sake Cancer Respite Foundation. Mr. Target also served The Union League of Philadelphia as a Director and Vice President for seven years and currently is still very active in a number of different committees. He previously was President of the Penn State University, Montgomery County Alumni Association, Past President of National Association of Insurance and Financial Advisors Greater Philadelphia (NAIFA-GP), past Board Member of Society of Financial Service Professionals Greater Philadelphia. Steve is a 2014 recipient of NAIFA-GP Hall of Fame.

Steve has been married to his wife, Denise, since 1992, has a son attending Franklin and Marshall College and a daughter attending Penn State.  He resides in the suburbs of Philadelphia and his interests include golf, running and watching sports.

302-731-1326

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Steve Target