Steven F. Arietta

Financial Consultant

(845) 201-5071

Steve Arietta is a Professional with a focus in Qualified Plans and Executive Benefits with over 25 years of experience in the financial and insurance industry. He began his professional career as an agent and registered representative in 1987, working with individuals and small businesses in all aspects of financial planning.

 

Steve Arietta is an Accredited Investment Fiduciary and Advanced Estate Planner with over 25 years experience in the financial and insurance industry. He began his professional career as an agent
and registered representative in 1987, working with individuals and small businesses in all aspects of financial planning and concerns.

 

In the late 1980’s Steve began focusing his career in the Qualified Plan and Executive Benefits markets. This consists of working with the design & implementation of 401(k) Pension and Profit
Sharing, and Defined Benefit Plans in the Qualified marketplace, along with the Split-Dollar, Executive Bonus, and Deferred Compensation Programs in the Non-Qualified or Executive Benefits arena.

 

Steve is a graduate of St. Thomas Aquinas College with a Bachelor of Science Degree in Marketing and Management. Over the years, Steve has been recognized in many ways for his financial
services career and distinguished service. In 2005, Steve received one of the most prestigious honors given at AXA Advisors by being entered into the AXA Advisors Hall of Fame. Steve is a Life and
Qualifying member of the industry’s Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, and has been a member since 1988. Steve has also served as the MDRT
Chairperson of the Passaic-Bergen Association of Insurance and Financial Advisors and is currently a member of NAPA, The National Association of Plan Advisors. He also earned the AIF designation,
“Accredited Investment Fiduciary” from and is a member of FI 360.

 

In addition, he is a Past-President, Foundation President, Officer and current member and Paul Harris Fellowship award recipient of New City Rotary, a community service organization. Steve also
serves the community as a Special Reserve Deputy for the Rockland County Sheriff’s Office. He resides with his family in New City, New York. He enjoys spending time with his family, softball, golf
and tailgating as he is an avid sports fan.

 

[Capital Management Group is not owned or operated
by AXA Advisors or AXA Network.] CA Insurance Lic. #OC77040 AGE-146884 (8/2019) Exp 8/2021