Shawn Steffens, AIF®, CPFA®

Shawn Steffens, AIF®, CPFA®

Managing Partner, Financial Consultant

(973) 786-3696

shawn@steffensfinancial.com

I am one of the founding partners at Steffens Financial, working alongside my brother, Shain Steffens. My family is my top priority. I am married to my wife, Jill, and we have two wonderful children, Gabrielle and Grayson, aged eleven and nine. We’re fortunate to call Lake Lackawanna in Byram Township our home, and we are actively engaged in our local community.

2026 Five Star Wealth Manager Award, created by Five Star Professional. This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Family and Friends

I prioritize spending meaningful time with my family and close friends. My interests include coaching baseball & softball, boating, hiking, and other outdoor adventures. I have a wide variety of hobbies, including woodworking, fishing, riding motorcycles, snowboarding, and golfing. I'm also an avid collector of baseball cards and have a love for all things sports-related. Spending time with my mother Ellen, sister Shannen, brother Shad, and his family, along with Shain and his wife Olivia, is dear to my heart.

Volunteer Work

I have a strong commitment to giving back to the community, which is why I volunteer on the boards of several local non-profit organizations. I also advocate for the local food pantry and actively participate in various community causes.

My Happy Place

I find genuine happiness when I'm on the water, whether I'm fishing, boating, or simply relaxing with my family and friends. I find it a sanctuary where I can find peace and tranquility away from the daily grind of life.

Personal Philosophy

In everything I do, I strive to enjoy every moment, take care of others, do the right thing, and hold myself to higher standards than anyone else could ever expect.  This guiding principle has been a cornerstone of my life.