Life Philosophy

If not now, when?

Experience

As a Gateway Financial Partners, Financial Planner, Steven Refkin is uniquely positioned to provide solutions for all his clients. He has the ability to offer investment products in conjunction with his State of Florida: Life Insurance, Annuity and Long Term Care appointments. He entered the insurance industry in 2012, was member of NAIFA and has received the Career Long-Term Care Success award. His experience in financial services, insurance and, risk management; along with numerous years of small business entrepreneurship combine to demonstrate a high level of skill and proficiency demanded by discerning clients and businesses. Augmented by a Series 6, 7 and 66 securities registration Steven utilizes the full spectrum of insurance and financial services to provide individualized client solutions.

As a Financial Planner & Investment Advisor Representative, Steven Refkin is uniquely positioned to provide solutions for all his clients’ financial needs. By the virtue of being a Registered Representative he has the ability to offer investment products in conjunction with his State of Florida: Life Insurance, Annuity and Long Term Care appointments. He has participated in NAIFA and has received the Career Long-Term Care Success award. His experience in financial services, insurance and risk management; along with years of small business entrepreneurship; a Series 6, 7 and Series 66 securities registration combine to represent a high level of skill and proficiency demanded by discerning  clients and business owners. Due to the ever changing nature of today’s economic environment, educating his clients is a top priority.  That, along with his personal commitment to continuing education, is the foundation on which good wealth strategies are built.

Steven has always had a natural affinity towards team building; participating in variety of organized sports up through college and beyond. In his youth, as an AAU Champion, he turned his passion for swimming in to a position as a Life Guard on Lake Michigan. While still in college, he assumed the role of educator by becoming a Water Safety Instructor (WSI) and teaching new Life Guards. Not resting on his laurels’, he quickly became a WSI Trainer (WSIT): a teachers’ teacher. This enthusiasm for coaching and quest for knowledge is what allows him and his team to assist clients in achieving their personal and financial goals.

Steven Refkin graduated from Barat College with a Bachelor of Arts degree in Management & Business and immediately entered the accounting world with Laventhal and Horwath. Through his exposure to the vast array of clients, and their diverse needs, he developed a passion for problem solving and organizational management. While identifying areas of concern, then properly implementing systems and structure to resolve them, he was able to amass a vast wealth of practical business knowledge that can now be brought to bear for the benefit of his clients, their families and associates.

Community activities are a cornerstone of Steven’s guiding principles. Years of fundraising involvement with organizations such as Children’s Miracle Network, The Poverello Center and numerous Fraternal Organizations has provided an outstanding opportunity to help those in society who need it most. His involvement did not stop there, he has served as President of his HOA, board member of a men’s golf association and been selected to serve on the advisory board of local businesses.  

Steven has enjoyed the South Florida lifestyle since 1980 and now, along with his wife Monique and daughter Courtney, calls the Plantation area home.

We work with professionals who are concerned about the long-term security of their family’s financial future. Through our detailed discovery, implementation, and monitoring processes, we work with you to develop a sound financial plan that reduces uncertainty and gives you peace of mind.

At Gateway Financial Partners, we believe in goal-based planning, constructing properly allocated portfolios that don’t expose you to unnecessary risks, and hiring best-of-class strategists to ensure you have the highest potential for success.

We accomplish this by; Consolidating all your assets into one real-time view that you can access wherever you are;

Working with a dedicated team of other financial professionals to ensure we are collectively helping you achieve your goals;

And implementing a regular communication plan that delivers a level of service that exceeds your expectations.

By working with Gateway Financial Partners, you will have confidence in the work we do and our efforts to understand your individual concerns and objectives. We promise to strive each day to become your financial steward and most trusted advisor.

Check the background of this investment professional on FINRA BrokerCheck.

Contact Information


Gateway Financial Partners
2700 S. Commerce Pkwy, Suite 210
Weston, FL   33331
srefkin@mygfpartner.com