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Steven M
CFP®, Series 63, Series 65
Clover, SC
Mullooly Wealth Planning LLC
Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.
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