First Command Shalimar
Steve Vergara
First Command Financial Advisor
Contact
(850) 613-6990
(850) 613-6767
1120 N. Eglin Pkwy
Shalimar, Florida, 32579
About Steve
Steve Vergara joined First Command Financial Services as a Financial Advisor in October 2008. Previously, he served as a banking center manager at Bank of America.
A graduate of Robert Morris College with a bachelor's degree in business administration and an associate's degree in computerized business systems, Steve holds Series 6, 63 and 65 securities licenses plus state life, health and variable annuity insurance licenses.
Steve advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Steve is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey.
Married with two children, Steve enjoys spending time with his family and watching his favorite teams, the Chicago Cubs, Chicago Bears and Chicago Bulls.
A graduate of Robert Morris College with a bachelor's degree in business administration and an associate's degree in computerized business systems, Steve holds Series 6, 63 and 65 securities licenses plus state life, health and variable annuity insurance licenses.
Steve advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Steve is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey.
Married with two children, Steve enjoys spending time with his family and watching his favorite teams, the Chicago Cubs, Chicago Bears and Chicago Bulls.
Steve Focuses in:
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.