Stephen T. McGinn, CFP®, ChFC®, CFS®
Steve McGinn, founder of McGinn Financial Services, offers more than 30 years of experience in helping individuals, professionals, and small-business owners develop, implement, and maintain long-term financial plans. He specializes in providing advice on retirement planning, education planning, estate planning, and insurance protection.
Steve holds a Bachelor of Arts degree in Commerce and Engineering from Drexel University; FINRA Series 6, 7, and 63 securities licenses; and life and health insurance licenses. Steve has put in countless hours toward continuing his education and becoming a certified financial planner™ professional, a Chartered Financial Consultant® (ChFC®), and a Certified Fund Specialist® (CFS®). As a certified financial planner™ professional, Steve upholds an ethical standard to put his clients’ interests ahead of his own at all times. The ChFC® designation has prepared him to meet the advanced financial planning needs of individuals, professionals, and small-business owners. In addition, earning the CFS® designation has equipped him with the skills to evaluate and compare financial measurements and benchmarks, as well as the knowledge and tools needed to construct a suitable and efficient portfolio for clients.
Steve is an active member of the Chester County Chamber of Business and Industry, the Delaware County Estate Planning Council, the Chester County Estate Planning Council, the Delaware County Attorney/CPA Forum, the Financial Planning Association, and the Institute of Business and Finance. He resides in West Chester, Pennsylvania, with his wife Colleen. They have four children, Ryan, Sean, Maura, and Brendan.
As the office manager, Colleen provides administrative support and exceptional client care and service. She brings a wide variety of organization and management experience, which has enabled her to multi-task job duties and organize firm obligations and events. Prior to joining Steve, Colleen spent 19 years as a Registered Nurse, most recently working in an intensive care neonatal unit. Colleen is the go-to person who handles tasks that make the office operate in a smooth and efficient manner.