Meet Steve
Steve Bogosian brings more than 20 years of financial industry experience to Carson Wealth. He is passionate about building meaningful, long-term relationships and takes a client-first approach to helping clients pursue their financial goals with clarity and confidence.
Steve earned his B.A. from Wesleyan University and began his career in financial services with John Hancock Financial in 2004. His years of listening to and learning from advisors and clients have shaped his thoughtful, practical approach to wealth management. Today, he works closely with individuals and families to provide personalized financial guidance tailored to their unique goals and circumstances.
Throughout his career, Steve has developed experience in a broad range of investment strategies and has traveled extensively across the country educating financial advisors and their clients on retirement income planning, Social Security optimization and behavioral finance. These experiences continue to influence the way he helps clients navigate financial decisions with confidence.
Outside the office, Steve enjoys spending time with his wife and two sons traveling, hiking, gardening and tending to their backyard chickens. You’ll often find him at a hockey rink or on the sidelines of a baseball or soccer field cheering on his sons. He also enjoys fly fishing, playing hockey and golf.
