Steven Masel
Financial Services Professional & Financial Literacy Advocate
Personal Notes
Hey there,
I want to take a moment to share why being a financial educator for businesses is such a meaningful journey for me. Every day, I get the chance to help real people understand their money better—whether it’s managing cash flow, planning for growth, or simply gaining confidence in financial decisions. It’s incredibly rewarding to see employees and leaders alike become empowered, not just with knowledge, but with practical tools that can transform their financial futures and, ultimately, their businesses.
Financial education in the workplace isn’t just about numbers; it’s about building trust, reducing stress, and fostering a culture where everyone feels capable of making smarter financial choices. If you’re passionate about making a positive impact, my seminars offer endless opportunities to grow the financial acumen of your employees.
Thanks for being part of this journey with me. I look forward to building up financial acumen in your employees with you!
-Steve
Bio
I have been honored to serve in the Financial Services Industry for over ten years, during which I have developed a deep commitment to helping individuals and families achieve financial security and success. My career began in Florida with Primerica, where I obtained my Life and Health License and gained foundational experience in life insurance and investment products. Upon returning to Pennsylvania, I joined Vanguard and earned my Series 7, 63, and 66 licenses. Over six years at Vanguard, I held diverse roles, ranging from client-facing positions to leadership, culminating in leading a team of Financial Advisors specializing in investment management.
Subsequently, I transitioned to Thrivent, where I continued to lead and mentor advisors, assisting them in crafting tailored financial strategies that addressed their clients’ unique goals and concerns. After three years, I chose to return to direct client engagement and joined Vista Wealth Solutions. Here, I am focused on building long-term relationships, sharing my expertise, personal experiences, and passion for financial education to guide clients toward achieving lasting financial well-being.
In addition to personalized advising, I am dedicated to promoting financial literacy through seminars and community outreach, as I believe that education is a powerful tool for empowering individuals to make informed financial decisions. I look forward to continuing this work and making a meaningful impact on the financial lives of those I serve.
Steven is an NFEC Certified Financial Education Instructor℠ (CFEI®).
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