Broker Check

Meet the 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 specializes in helping clients work towards achieving their most cherished goals. Having spent 13 years in the Army Reserve, he draws on his strong leader...

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Sandra Breines

Retirement Dept. Operations Manager

781-437-4800 x200

sandra@retirementcfo.com

As the Operations Manager of the Retirement Plan Department at Retirement CFO, Sandra supports a large book of business on behalf of many registered representatives. Sandra has almost 15 years of experience in the retirement plan...

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Charlene Mahoney

Client Account Operations Manager

781-437-4800 x400

charlene@retirementcfo.com

Charlene Mahoney is excited to join Retirement CFO, LLC as our Client Account Operations Manager. She has over 12 years of industry experience with our broker-dealer firm, LPL Financial. She has not only worked in several operational...
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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,...

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