Lucy Steitz, Cfp (R)

Lucy Steitz, Cfp (R) Email and Phone Number

Executive Wealth Manager at Sage Financial Group @ Sage Financial Group
Lucy Steitz, Cfp (R)'s Location
Conshohocken, Pennsylvania, United States, United States
Lucy Steitz, Cfp (R)'s Contact Details

Lucy Steitz, Cfp (R) work email

Lucy Steitz, Cfp (R) personal email

n/a
About Lucy Steitz, Cfp (R)

I help clients reach their financial goals and objectives through a holistic approach to their needs. It is my pleasure to help them navigate and keep on course.

Lucy Steitz, Cfp (R)'s Current Company Details
Sage Financial Group

Sage Financial Group

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Executive Wealth Manager at Sage Financial Group
Lucy Steitz, Cfp (R) Work Experience Details
  • Sage Financial Group
    Executive Wealth Manager
    Sage Financial Group Jan 2017 - Present
    Conshohocken, Pennsylvania, Us
    Working in a team environment, I provide comprehensive holistic investment management and financial planning to affluent clients, tailored to help them achieve their life and wealth goals.
    View
  • Sage Financial Group
    Senior Wealth Manager
    Sage Financial Group Aug 2013 - Present
    Conshohocken, Pennsylvania, Us
    Working in a team environment, I provide holistic investment management and financial planning to affluent clients.
    View
  • Corestates Capital Advisors
    Vice President, Financial Advisor, Cfp®
    Corestates Capital Advisors Jan 2010 - Jul 2013
    As a Financial Advisor at CoreStates, I provided comprehensive wealth management and 21st Century investment strategies to affluent clients.
  • Wachovia, A Wells Fargo Company
    Relationship Manager, Vp, Cfp (R)
    Wachovia, A Wells Fargo Company 1994 - Dec 2009
    San Francisco, California, Us
    As a Relationship Manager, I was responsible for business development and relationship management for affluent and high net worth clients and families in Philadelphia and the surrounding communities.
    View

Lucy Steitz, Cfp (R) Skills

Investment Advisory Services Holistic Financial Planning Insurance Wealth Management Retirement Planning Public Speaking Wealth Management Services Financial Planning Investment Management

Lucy Steitz, Cfp (R) Education Details

  • Lehigh University
    Lehigh University
    Ba And Mpa
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    Junior Year Abroad

Frequently Asked Questions about Lucy Steitz, Cfp (R)

What company does Lucy Steitz, Cfp (R) work for?

Lucy Steitz, Cfp (R) works for Sage Financial Group

What is Lucy Steitz, Cfp (R)'s role at the current company?

Lucy Steitz, Cfp (R)'s current role is Executive Wealth Manager at Sage Financial Group.

What is Lucy Steitz, Cfp (R)'s email address?

Lucy Steitz, Cfp (R)'s email address is la****@****ates.us

What schools did Lucy Steitz, Cfp (R) attend?

Lucy Steitz, Cfp (R) attended Lehigh University, The London School Of Economics And Political Science (Lse).

What skills is Lucy Steitz, Cfp (R) known for?

Lucy Steitz, Cfp (R) has skills like Investment Advisory Services, Holistic Financial Planning, Insurance, Wealth Management, Retirement Planning, Public Speaking, Wealth Management Services, Financial Planning, Investment Management.

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