Stephen Funk
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Stephen Funk Email & Phone Number

Financial Services Professional at Center for Wealth Preservation, LLC
Location: New York City Metropolitan Area, United States, United States 5 work roles 1 school
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Role
Financial Services Professional
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Stephen Funk? Overview

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Quick answer

Stephen Funk is listed as Financial Services Professional at Center for Wealth Preservation, LLC, a company with 22 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephen Funk.

Stephen Funk previously worked as Financial Services Representative at Massmutual and Financial Services Professional at Nylife Securities Llc. Stephen Funk holds Mechanical Engineering from York College Of Pennsylvania.

Company email context

Email format at Center for Wealth Preservation, LLC

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Center for Wealth Preservation, LLC

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Profile bio

About Stephen Funk

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.I have a soft-spot for kids with disabilities. Whenever I can, I volunteer for League of Yes, a non-profit organization on Long Island dedicated to helping children with disabilities. Together, we help the children enjoy a day outside, playing and learning about baseball. When I’m not meeting with clients or volunteering in the community, you can find me camping or hiking in the great outdoors!I am licensed to sell insurance in NY.

Listed skills include Business Planning, Education Funding, Licensed In Long Term Care Insurance, Asset Protection, and 5 others.

Current workplace

Stephen Funk's current company

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Center for Wealth Preservation, LLC
Center For Wealth Preservation, Llc
Financial Services Professional
syosset, new york, united states
Website
Employees
22
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5 roles

Stephen Funk work experience

A career timeline built from the work history available for this profile.

Financial Services Professional

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Jul 2018 - Aug 2019

Licensed Agent

Melville, NY

Agent licensed to sell insurance through New York Life Insurance Company.

Dec 2017 - Aug 2019

Licensed Personal Banker

Seaford, NY

Jul 2016 - Oct 2017
Team & coworkers

Colleagues at Center for Wealth Preservation, LLC

Other employees you can reach at cwpmetro.com. View company contacts for 22 employees →

1 education record

Stephen Funk education

FAQ

Frequently asked questions about Stephen Funk

Quick answers generated from the profile data available on this page.

What company does Stephen Funk work for?

Stephen Funk works for Center for Wealth Preservation, LLC.

What is Stephen Funk's role at Center for Wealth Preservation, LLC?

Stephen Funk is listed as Financial Services Professional at Center for Wealth Preservation, LLC.

Where is Stephen Funk based?

Stephen Funk is based in New York City Metropolitan Area, United States, United States while working with Center for Wealth Preservation, LLC.

What companies has Stephen Funk worked for?

Stephen Funk has worked for Center For Wealth Preservation, Llc, Massmutual, Nylife Securities Llc, New York Life Insurance Company, and Astoria Bank.

Who are Stephen Funk's colleagues at Center for Wealth Preservation, LLC?

Stephen Funk's colleagues at Center for Wealth Preservation, LLC include Margaret Mcdougall, William Telford, Craig Paloscio, Drew Kugler, and Todd Bass, Jd, Aep®, Cepa®, Aexp®, Cmaa®, Cfmva®.

How can I contact Stephen Funk?

You can use AeroLeads to view verified contact signals for Stephen Funk at Center for Wealth Preservation, LLC, including work email, phone, and LinkedIn data when available.

What schools did Stephen Funk attend?

Stephen Funk holds Mechanical Engineering from York College Of Pennsylvania.

What skills is Stephen Funk known for?

Stephen Funk is listed with skills including Business Planning, Education Funding, Licensed In Long Term Care Insurance, Asset Protection, Employee Benefits, Retirement Planning, Licensed Life And Health Insurance Agent, and Life Insurance Strategies.

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