Broker Check

Meet Our Leadership

Steve Cunha, CFP®, C(k)P, AIF, CRPS®, CLU, CLTC

Founder & Managing Partner

781-437-4800

steve@retirementcfo.com

With over 26 years of experience in the financial services industry, Steve Cunha is excited to announce the founding of Retirement CFO, LLC. His new independent firm will have expanded access to more resources and services while providing next-level support to his clients. The team at Retirement CFO specializes in helping clients work towards achieving their most cherished goals.

Having spent 13 years in the Army Reserve, he draws on his strong leadership background to train and teach clients the fundamentals of financial independence. Stephen thrives in relating the most arcane financial concepts to individuals and business owners, empowering them to better understand the complex world of investing. Throughout his career, he has focused his efforts on creating clarity out of confusion for clients on both the corporate and individual side.

Since 2000, Stephen has been helping companies of all sizes build and implement retirement plans for their employees. A graduate of The University of Massachusetts Amherst, Stephen is a Certified 401k Specialist (C(k)P), Chartered Retirement Plan Specialist™ (CRPS®), and Accredited Investment Fiduciary (AIF). He is also a longtime CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU), and Certified in Long-Term Care (CLTC). Stephen was named the 2019 and 2020 Financial Times 401 Top Retirement Advisors.

A featured speaker for the Financial Planning Association and the Boston Tax Institute, Stephen has been quoted in several leading financial publications, including, Investment News Daily, Financial Times, Registered Rep Magazine, and The Wall Street Transcript, sharing his insights on topics related to retirement planning. Outside of the office, he enjoys spending time with family, scuba diving, fitness, car racing, boating, motorcycle riding and traveling the world.

Financial Times 401 Top Retirement Advisors is awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

Michelle Fier

Client Service Manager

781-437-4800 x300

michelle@retirementcfo.com

Michelle Fier is excited to join us from UBS Financial Services where she spent the last nine years as a Senior Registered Client Service Associate. She enjoys building deep relationships with clients by actively listening, understanding needs and offering guidance to help clients pursue their financial goals. Michelle began her career in 2007 working at Smith Barney before it merged with Morgan Stanley. She attended Merrimack College where she received a Bachelor of Science with a Concentration in Finance. She currently holds her series 7 registration through LPL Financial and the Series 66 through LPL Financial and RetirementCFO.

Michelle and her husband Zack reside in North Andover and have two sons, Mason (5) and Turner (1). She is an avid lover of New England sports and enjoys the outdoors. Her favorite activities are going to the beach, boating, swimming and fishing with her boys.

Tkeyah Casey

Client Account Operations Manager

781-437-4800 x400

781-437-4800

tkeyah@retirementcfo.com

Tkeyah Casey is excited to join Retirement CFO, LLC as our Client Account Operations Manager. Before joining our broker-dealer firm, LPL Financial she spent over 5 years working as a case manager and an internal consultant at Vanguard.  She will be handling the establishment and maintenance of all personal account related matters to include transfers, deposits, withdrawals, systematic payments, online access and more. She will also assist with client scheduling and preparing for client review meetings. Tkeyah is originally from New Jersey but now resides in North Carolina. In addition to being a mom to Jayden age 8 and Keyon age 5, she enjoys traveling, cooking, painting and bowling.