Statēra - (genitive statērae); BalanceI am the president and founder of Statera Wealth Solutions, Inc., and have been in the financial space since 2003. I focus on sustainable wealth building solutions and retirement exit strategies for those who want to grow, protect and distribute their wealth efficiently. My holistic and modern approach to financial balance challenges outdated conventional financial wisdom, awarding my clients improved financial wellness and less financial stress. Please feel free to reach out to me via LinkedIn, christopherkoopman@glic.com, or phone – 516-334-4900 ext 226 to discuss personal financial growth opportunities.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 Crawfords Corner Road, Suite 2405, Holmdel, NJ 07733, (908) 709-0020 Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. STATERA WEALTH SOLUTIONS INC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0G34651, AR Insurance License Number - 7840472. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.*Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004. © 2020 Guardian/COMPLIANCE:2024-4913/
Listed skills include Vitalistic Finanical Engineering, Wealth Preservation Planning, Strategic Planning, Leadership, and 1 others.
