Shawn Steffens, Aif, Cpfa

Shawn Steffens, Aif, Cpfa Email and Phone Number

Managing Partner and Financial Consultant and Investment Advisor Representative (IAR) @ Steffens Financial
New York, NY, US
Shawn Steffens, Aif, Cpfa's Location
New York City Metropolitan Area, United States
Shawn Steffens, Aif, Cpfa's Contact Details
About Shawn Steffens, Aif, Cpfa

At Steffens Financial, our mission is to empower both individual and corporate clients through personalized wealth management strategies that encompass investments, retirement, and estate planning. Our philosophy centers on fostering educated decisions that lead to long-term financial well-being. As a Managing Partner/Financial Consultant, my commitment to discipline and consistency is critical to our clients' success.For corporate clients, our Business Consulting Program includes implementing tax planning strategies, estate planning strategies, and comprehensive portfolio reviews tailored to companies, owners, executives, and employees alike.We take pride in a transparent, consultative approach that has earned us multiple Five Star Wealth Manager Awards and the trust of a diverse clientele. Our advisors operate on a platform free from proprietary product requirements or hidden agendas, with a fee-transparent compensation model. We focus on consultative advice, helping clients make educated decisions that support their financial livelihood.276 US Highway 206, Suite A, Byram Township, NJ 07821 / 973-786-3696“Please see our Terms of Use here: www.commonwealth.com/termsofuse.html”This communication is strictly intended for individuals residing in the states ofFL,GA,MD,NJ,NY,PA.No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®. 'Member www.finra.org/www.sipc.com, a Registered Investment Adviser.

Shawn Steffens, Aif, Cpfa's Current Company Details
Steffens Financial

Steffens Financial

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Managing Partner and Financial Consultant and Investment Advisor Representative (IAR)
New York, NY, US
Shawn Steffens, Aif, Cpfa Work Experience Details
  • Steffens Financial
    Managing Partner And Financial Consultant And Investment Advisor Representative (Iar)
    Steffens Financial
    New York, Ny, Us
    View
  • Steffens Financial
    Managing Partner / Financial Consultant / Investment Advisor Representative (Iar)
    Steffens Financial Jun 2014 - Present
    Byram Township Nj
    View
  • Steffens & Steffens, Financial Advisory Services, An Office Of Metlife
    Financial Planner, Investment Advisor Representative, Financial Services Representative
    Steffens & Steffens, Financial Advisory Services, An Office Of Metlife Dec 2010 - Jun 2014
    Byram Township, Nj
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Mar 2004 - Dec 2010
    Fairfield, Nj
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 2000 - Mar 2004
    Wayne, Nj
    View

Shawn Steffens, Aif, Cpfa Skills

Investments Retirement Planning Estate Planning Financial Services Pensions Portfolio Management Finance Securities Tax Mutual Funds Wealth Management 401k Co Fiduciary Services Personal Financial Planning Holistic Financial Planning Financial Planning 401k Rollovers Succession Planning Multi Generational Wealth Transfer Wealth Transfer Iras Sep Ira Inheritance Inheritance Tax Planning Non Profit Consulting

Shawn Steffens, Aif, Cpfa Education Details

Frequently Asked Questions about Shawn Steffens, Aif, Cpfa

What company does Shawn Steffens, Aif, Cpfa work for?

Shawn Steffens, Aif, Cpfa works for Steffens Financial

What is Shawn Steffens, Aif, Cpfa's role at the current company?

Shawn Steffens, Aif, Cpfa's current role is Managing Partner and Financial Consultant and Investment Advisor Representative (IAR).

What is Shawn Steffens, Aif, Cpfa's email address?

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What is Shawn Steffens, Aif, Cpfa's direct phone number?

Shawn Steffens, Aif, Cpfa's direct phone number is +160957*****

What schools did Shawn Steffens, Aif, Cpfa attend?

Shawn Steffens, Aif, Cpfa attended Sussex County Community College.

What are some of Shawn Steffens, Aif, Cpfa's interests?

Shawn Steffens, Aif, Cpfa has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Shawn Steffens, Aif, Cpfa known for?

Shawn Steffens, Aif, Cpfa has skills like Investments, Retirement Planning, Estate Planning, Financial Services, Pensions, Portfolio Management, Finance, Securities, Tax, Mutual Funds, Wealth Management, 401k.

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