Steve J. Persons, CPA, PFS, EA

Steve earned his degree in Accounting from Kent State University and began his career in the pension field in 1977. In 1995 he co-founded Creative Benefit Strategies, Inc., a full service qualified plan administration and actuarial firm, and currently serves as its CEO. In 2000 he co-founded CBS Funding, Inc. as an investment advisory extension of services to the company’s retirement plan clients and participants.

Steve is an Investment Advisor Representative and provides portfolio management services to qualified retirement plan clients and individual clients.

Steve’s Designations and Licenses include:

• Enrolled Actuary (EA)
• Personal Financial Specialist (PFS)
• Certified Public Accountant (CPA)