Steven J Bellon

Steven J Bellon
Financial Advisor
 

Steve Bellon is a Financial Advisor at Fortis Lux with over 29 years of experience in the financial services industry. Steve’s background as a CPA* and his extensive knowledge of financial products enable him to provide highly tax-efficient investment and risk management planning solutions to his clients. Steve and his team work closely with each client to learn, and help define, what their most important financial goals are. With this professional and personal approach, Steve helps clients create, implement and manage the holistic plans they rely on to achieve financial freedom.

Steve’s clients range from business owners and professionals to high net worth families and millennials. Steve is invited to speak frequently on the topics of investment and insurance planning. Committed to sharing his passion, Steve hosts numerous seminars and webinars centered around financial education.
In his leisure time, Steve likes to exercise and spend time with his wife and two children.

* Licensing but not practicing.”