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Staff Biographies

Category: About Us Published: Tuesday, 19 April 2011 Written by Administrator

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Steve Wightman - Principal

Steve is a registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), a former member of the Boston Estate Planning Council and the Sports Financial Advisors Association. In addition, he has undergone extensive advanced training in client services with Coach Bill Bachrach to distinguish himself as a Trusted Advisor. Steve received further training from "the father of life planning," George Kinder. He understands the need clients have to integrate financial aspects with the rest of their lives. He offers an integrated holistic planning approach.

Steve was listed as among "America's Top Financial Planners" in 2006-2007 with the independent consumer group, Consumer Research Institute. He was a contributing author of Tips from the Tops (Targeted Advice from America's Top Money Minds) by Alpha Books and the author of Women, Wealth and Wisdom; Unleash The Fire Within To A Life Of Purpose. In addition, he has made numerous media appearances and has been quoted in various media such as Kiplinger's, Bloomberg Personal Finance, the Wall Street Journal, Financial Advisor Magazine, AARP Magazine, as well as an appearance on the cover of Investment Advisor Magazine.

History

Steven D. Wightman, CFP, CTM began working in the financial industry in 1971 as a life insurance underwriter with Mutual Life of New York. In this capacity, Steve assessed client needs and wrote insurance covering life, health, and disability of individuals and business owners. Moreover, Steve co-founded the Lexington chapter of the Business Network International and grew it to a 25-member organization.

Steve Wightman has been a Certified Financial Planner since 1995 and has been working in Wightman Financial Network, LLC, helping individuals and organizations build a strong financial foundation so that they may reach milestones and live fuller lives.

Books Written

Women, Wealth and Wisdom; Unleash the Fire Within to a Life of Purpose. C. 2011. P.2012

Rocket Roth; 6 Paths to 7 Figures in Your Own Dream Account. C.2012. P.2012

Military leadership: Beginning in 1966, he served over 20 years in the U.S. Army and was awarded the Army Commendation and Army Achievement Medals.

Education

    • Bachelors - Rivier College, Nashua, NH - 1979
    • Certified Financial Planner - 1994.
    • Certified College Planner


Associations Present or Past

      Hobbies

    • Steve enjoys photography, writing, hiking, sailing, kayaking, and flying single-engine airplanes. He has built and flies a Super Seawind amphibious airplane. He is an active member of the Appalachian Mountain Club and the Hanscom Airforce Base Aero Club.
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