As an Investment Advisor Representative, Steven acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds Series 7 and 66 Securities Registrations
• Graduate of Rutgers University with a B.S. in Business Analytics and Information and Technology

Personal

• Currently resides in Nutley, NJ

• In his free time, he enjoys Volleyball and Music . He is also a member of the Ascend Pan-Asian Leaders organization for business professionals in North America.

I am licensed to offer fixed insurance products and services in NJ. State Licenses vary. Domiciled, NJ

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700