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Stephen Karam Location
Fall River, MA, US
Stephen Karam Work
Principal @ Karam Financial Group (June 1991 - Present)
Advisor @ Global Retirement Partners (August 2019 - Present)
Consultant @ (January 2000 - Present)
Advisor @ (July 2001 - Present)
Consultant @ (September 2018 - August 2021)
Agent @ (June 1991 - June 2000)
Stephen Karam Education
American College
CLU (CHFC and REBC, Insurance and Employee Benefits)
1991-2000
Babson College
Bachelor (Finance)
1987-1991
fi360
Accredited Investment Fidcuiary(AIF)
2011
Stephen Karam Skills
401k
Employee Benefits
Retirement Planning
Portfolio Management
Executive Benefit Strategies
COLI
BOLI
Services
Financial Services
Life Insurance
Stephen Karam Summary
Stephen Karam, based in Fall River, MA, US, is currently a Principal at Karam Financial Group. Stephen Karam brings experience from previous roles at Global Retirement Partners, NFP Executive Benefits, LPL Financial and OneDigital Health and Benefits. Stephen Karam holds a 1991 - 2000 CLU in CHFC and REBC, Insurance and Employee Benefits @ American College. With a robust skill set that includes 401k, Employee Benefits, Retirement Planning, Portfolio Management, Executive Benefit Strategies and more. Stephen Karam has 2 emails and 1 mobile phone numbers on RocketReach.
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