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Steven C. Johnson, ChFC®

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Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career in 1989 with a large national financial services firm as a Financial Advisor and Investment Management professional. In 2001, Steve joined Finivi and has served on their executive and investment committees since that time.

For over 27 years, he has been guiding individuals and families in helping achieve the retirement lifestyles they desire, through comprehensive retirement income planning, a keen understanding of the myriad of Social Security claiming strategies available to help maximize one's benefits, and by suitably aligning their retirement investment portfolios with their income and lifestyle goals.

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Steve also serves as the Director of the firm's Financial Education and Corporate Financial Wellness Programs that deliver financial education workshops and webinars to individuals, public and private corporations, colleges and universities, and social and fraternal organizations throughout the country.

Steve's ability to take complex financial and investing topics and break them down into easy to understand and actionable ideas for both clients and workshop participants have made him a sought-after advisor and speaker on the topics of social security, retirement planning, and investment management.

Steve is also active in the industry having served as the Past President of the Worcester, MA Chapter of The Society of Financial Services Professionals (SFSP) and is an active member of the Financial Planning Association (FPA).

Steve and his wife Robin have three children and live in the beautiful Merrimack Valley area of Massachusetts.

Steve Has Been Featured In:

Recent Articles by Steven:

The Importance of Incorporating Your Retirement Accounts in Your Estate Plan

July 10, 2018 by Steven C. Johnson, ChFC®

You know you need to do some estate planning to properly protect yourself, your assets, and your loved ones. But is your plan complete, or did you leave a few key assets out of those documents by mistake? Most people are unaware that retirement accounts are an important estate plan component. Fewer still understand the…

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Filed Under: Estate Planning, Retirement Planning

Low Average Retirement Savings By Age: What To Do About It

July 3, 2018 by Steven C. Johnson, ChFC®

If you look at the average retirement savings by age, you might find them alarming. You may even come to the conclusion that Americans are facing a pretty dire situation. Just take a look at the median retirement savings of families by age, reported by CNBC: 44 to 49: $6,200 50 to 55: $8,000 56 to…

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Filed Under: Retirement Planning

What to Do if You Receive Incorrect Information from Your Local Social Security Office

May 10, 2018 by Steven C. Johnson, ChFC®

The Social Security system is notoriously frustrating. For example, did you know that it is not the job of the Social Security Administration to advise beneficiaries how best to take their benefits? This means staffers at your local Social Security office may not understand every arcane rule or unusual circumstance you may face. Some beneficiaries…

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Filed Under: Social Security

How Remarrying Late in Life Could Affect Your Social Security

May 3, 2018 by Steven C. Johnson, ChFC®

The Social Security Administration uses many factors to calculate benefit amounts for beneficiaries, including marital status. For long-married couples who are lucky enough to grow old together, calculations for spousal and survivor benefits are fairly straightforward. However, widowed or divorced Social Security beneficiaries can run into complications if they decide to remarry later in life….

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Filed Under: Retirement Planning, Social Security

How Social Security Calculates Widow and Widower Benefits

April 19, 2018 by Steven C. Johnson, ChFC®

Social Security offers several different types of benefits to the survivors of deceased beneficiaries, but widow and widower benefits are the type of survivor benefits that affect the most beneficiaries. Though it can be unpleasant to think about you or your spouse dying, it’s a good idea for married couples to include widow or widower…

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Filed Under: Retirement Planning, Social Security

4 Big Ways Your Social Security Benefits are Getting Smaller

April 5, 2018 by Steven C. Johnson, ChFC®

This year marked a rather significant increase in benefits for those receiving Social Security. The 2018 COLA (Cost of Living Adjustment) was one of the largest in the past decade, giving retirement beneficiaries an extra 2% on their checks (the most significant jump since 2012.) Unfortunately, there are forces at work that can easily chip…

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Filed Under: Retirement Planning, Social Security

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Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

  • Hometown: Chicago, IL
  • Birth Month & Year: November, 1964
  • Favorite Hobby: Goldmining in Nome, AK
  • Favorite Food: Steak at Charley’s Steakhouse in Orlando FL
  • Can't be interrupted when: Watching the Discovery Channel
  • Hidden Talent: Finish Carpenter
  • Something on bucket list: Obtain Helicopter Pilot License
  • Family Pet: Goldfish

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

  • Hometown: Townsend, MA
  • Birth Month & Year: December, 1967
  • Favorite Hobby: Playing Hockey
  • Favorite Food: Chicken Caesar Salad
  • Can't be interrupted when: Watching the Bruins
  • Hidden Talent: Cooking – Makes a great Thanksgiving turkey
  • Something on bucket list: Travel to Italy and Greece
  • Family Pet: Max – our Pomeranian

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

  • Hometown: Nutley, NJ
  • Birth Month & Year: July, 1954
  • Favorite Hobby: Dog Walking
  • Favorite Food: Italian
  • Can't be interrupted when: Listening to Pink Floyd
  • Hidden Talent: Landscaping
  • Something on bucket list: Space Flight - Tourism
  • Family Pet: None

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

  • Hometown: Bellingham, MA
  • Birth Month & Year: July, 1957
  • Favorite Hobby: Cooking and Entertaining
  • Favorite Food: Steak at the Capital Grille
  • Can't be interrupted when: It's family time
  • Hidden Talent: Dog Whisperer
  • Something on bucket list: Spending a couple months on the Almalfi Coast
  • Family Pet: In Between Mastiffs now so a little blue fish “Willy”

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

  • Hometown: Modesto, CA
  • Birth Month & Year: September, 1982
  • Favorite Hobby: Swimming
  • Favorite Food: Mexican Food
  • Can't be interrupted when: I'm cooking
  • Hidden Talent: Climbed Yosemite's Half Dome, twice - no fear :)
  • Something on bucket list: See the Northern Lights and Potty Train my 2 year old
  • Family Pet: Caddy and Sierra – our two cats

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

  • Hometown: Charlton, MA
  • Birth Month & Year: October, 1981
  • Favorite Hobby: Running
  • Favorite Food: Cheesecake
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Interior Design and furniture restoration
  • Something on bucket list: To travel cross-country in an RV
  • Family Pet: Charlie and Nora, both black labs from the same litter

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots, Donna spends her free time travelling throughout the United States looking for new haunted places to explore. She loves to wear her cowboy hat and boots when travelling out west.

  • Hometown: Swansea, MA
  • Birth Month & Year: February, 1961
  • Favorite Hobby: Exploring haunted locations
  • Favorite Food: Pizza
  • Can't be interrupted when: Eating my pizza
  • Hidden Talent: Rollerblading
  • Something on bucket list: Travel to Australia
  • Family Pet:  Had a pet skunk

Danielle Drew

When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including visits to the beach and hiking.  

  • Hometown: Dennis, MA
  • Birth Month & Year: November, 1985
  • Favorite Hobby: Working out, concerts, and exploring wineries
  • Favorite Food: Lobster pot pie, cheeseburgers, BBQ, the list goes on...
  • Can't be interrupted when: Working out 
  • Hidden Talent: Country line dancing
  • Something on bucket list: To hike the 48, 4000 footers of New Hampshire
  • Family Pet: none, hopefully a big dog someday

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

  • Hometown: Melrose, MA
  • Birth Month & Year: September, 1959
  • Favorite Hobby: Golf
  • Favorite Food: Anything at a Patriot’s Tailgate
  • Can't be interrupted when: Watching the Patriot’s Game
  • Hidden Talent: Competitive Volleyball Watcher (Mostly his 2 daughters)
  • Something on bucket list: Play a round of Golf at Pebble Beach
  • Family Pet: Bella, our Shih-poo
 

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