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Steven McCartin, CFP®, ChFC®, LUTCF®

Steven McCartin, CFP®, ChFC®, LUTCF®

Principal

Steven McCartin, CFP®, ChFC®, LUTCF®
Principal
Phone: 301-837-9402
Fax: 301-937-5120
1563 3b Suite C1
Postal Road
Chester, MD 21619


I graduated from St Francis University (Pa.) in 1986 with a BS degree in accounting. After several years as a staff accountant in the telecom & real estate industries, I accepted the role of comptroller (1991) at Joseph W McCartin Insurance, Inc., an independent insurance agency my father founded in 1967, eventually becoming partners with my brothers, Mike & Doug. Along the way, I obtained my life, health, property & casualty & long-term care credentials. I also currently hold the Certified Financial Planning (CFP® ), Chartered Financial Consultant (ChFC®) & Life Underwriting Training Counsel Fellow (LUTCF®) designations. I am series 7, 63 & 66 licensed. I am also a licensed Financial Advisor in CA, DC, DE, FL, IL, MD, MI, NC, PA, and VA.

Though my roles changed over the years, my mission is the same as always: offering quality products that provide appropriate investment, insurance, and financial planning strategies, providing real value for my clients.

In 2020, I decided to spread my wings and "OPEN" my own full-service financial services practice. I still maintain the same strong broker-dealer and insurance agency relationships, providing access to a diverse range of top-rated companies, products & services. The move allowed me to focus on insurance, investment & financial planning in a more efficient manner, with the ability to build my firm into a holistic financial services practice.

I grew up in the Four Corners section of Silver Spring, MD, graduated from Northwood HS, and lived on the same street for 50 years before moving in 2017. We were lifelong parishioners at St. Bernadette's Catholic Church. At age 17, I started volunteering & over my lifetime, I worked as a CYO coach, mentor, equipment manager, groundskeeper, and snack shack cook, and I retired with a full pension in 2017. (kidding!) I also spent 30 + years as a coach with the Silver Spring Saints Youth Football Organization (formerly St. Bernadette's CYO football). The last 15 as the Director of the program. It gives me great pride that the program is in great hands and continues to thrive, allowing kids from all over the greater Silver Spring area to experience the incredible benefits of playing Little League football. Go, Saints! Rotary has also been a longtime passion & I am a Past President of The Rotary Club of College Park. I served as President of the National Association of Insurance & Financial Advisors (NAIFA) - Prince Georges chapter. I participated on the Advisory Board of the Salvation Army - Prince Georges County - for many years. I am a current & long-time member of The Knights of Columbus (St. Christopher), Sons of the American Legion (SAL), and the Queenstown Moose Lodge. All are incredible fraternal organizations that are filled with amazing patriots.

As mentioned above, we moved in 2017 to Grasonville, on Maryland's Eastern Shore - Kent Island area. My wife Lourdes, who is a long-time nurse at Holy Cross, and son Stevie (15) reside in the Prospect Bay neighborhood. Our daughters. Maggie & Blair both graduated from Good Counsel HS and the College of Charleston in 2018 & 2020, respectively. Maggie resides in Brooklyn, NY, and Blair in San Diego. As we have settled into life on "this side of the bridge”, we are enjoying the relaxed pace and meeting new people, and finding new places to explore. Our connection to the old 'hood' is still strong & we visit Silver Spring often, where all the grandparents still reside! I now serve two wonderful communities - and many in between!

Enough about me. I look forward to hearing about YOU!!