Steven Calio, CFP®, CPFA®
Chief Executive Officer at CSG Financial
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CSG Financial
Steven Calio, CFP®, CPFA®
Dover, DE
Serving Clients Nationwide
Chief Executive Officer at CSG Financial
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Steven Calio, CFP®, CPFA®
Steven Calio serves as the Chief Executive Officer and Co-founder of CSG Financial. He recognizes the importance of starting to plan as early as possible, with transparency and trust being key throughout the advisory relationship.Steve currently holds his Certified Financial Planner™ (CFP®) certification. He earned a B.S. in Marketing from the Alfred Lerner College of Business & Economics at the University of Delaware.
In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life's goals is to visit all 63 US national parks.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
3980 N. DuPont Hwy Dover, DE 19901
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary, no-obligation meeting or phone call to delve into your objectives and explore potential collaboration opportunities. This initial step involves understanding your needs and how we can be of assistance. I look forward to speaking with you.Offers Investment Management
Yes
About CSG Financial
CSG Financial stands apart through a commitment to personalized guidance, tailored to each individual & their unique circumstances.Our dedication to integrity, transparency, and client-centricity ensures that your interests remain at the forefront of every recommendation we make.
Our Story
We all began our careers at one of the largest wealth management firms in the state of Delaware.
Through our dedication to our clients’ best interests, we gradually uncovered the realities of our industry: standardized financial-plans lacking flexibility, high fees, limited access to advisors, and complex products.
It was these recurrent, yet preventable, shortcomings throughout the industry that spurred the inception of CSG Financial. We prioritize a planning-first approach, ensuring our clients’ best interests are the sole consideration when giving financial advice.
We operate on a no-commission basis, with a transparent compensation structure, and consistently adhere to a fiduciary standard in every facet of our operations.
CSG Financial is based in Dover, Delaware, serving clients locally and across the country through virtual meetings and our collaborative platform.
Education
University of Delaware, Bachelor's degree, Marketing
Awards and Honors
- Michael C. Ferguson Scholarship recipient Issued by State of Delaware - Excellence in Mathematics
Hobbies and Interests
- Exercising
- Family
- Golf
- Hiking
- Hockey
- Traveling
- Volunteering
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Parents
- Travel Lovers
- Young Families
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