Meet Stephen
Steve Bogosian brings more than 20 years of financial industry experience to Valorem. He is passionate about building meaningful, long-term relationships and takes a client-first approach to helping clients pursue their financial goals with clarity and confidence.
Steve earned his B.A. from Wesleyan University and began his career in financial services with John Hancock Financial in 2004. His years of listening to and learning from advisors and clients ultimately led him to Valorem Financial, where he now focuses on delivering personalized advice and long-term value to clients.
Throughout his career, Steve developed experience in a broad range of investment strategies and traveled extensively across the country educating financial advisors and their clients on retirement income planning, Social Security optimization and behavioral finance. These experiences shaped his thoughtful, practical approach to wealth management.
Outside the office, Steve enjoys spending time with his wife and two sons traveling, hiking, gardening, and tending to their backyard chickens. You’ll often find him at a hockey rink or on the sidelines of a baseball or soccer field cheering on his sons. He also enjoys fly fishing, playing hockey and golf.
Stephen Bogosian is a non-registered associate with Cetera Wealth Services, LLC, member FINRA/SIPC.
