Shawn Steffens Email & Phone Number
Managing Partner and Financial Consultant and Investment Advisor Representative (IAR) @ Steffens & Steffens LLC
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Shawn Steffens Location
- New York, NY, US
Shawn Steffens Work
- Managing Partner and Financial Consultant and Investment Advisor Representative (IAR) @ (June 2014 - Present)
- Financial Planner, Investment Advisor Representative, Financial Services Representative @ Steffens & Steffens, Financial Advisory Services, An Office of MetLife (December 2010 - June 2014)
- Financial Advisor @ (March 2004 - December 2010)
- Financial Advisor @ (June 2000 - March 2004)
Shawn Steffens Education
- Sussex County Community College 1994-1996
Shawn Steffens Skills
- 401k
- 401k Rollovers
- Business Consulting
- Co-Fiduciary Services
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Holistic Financial Planning
- IRAs
- Inheritance
- Inheritance Tax Planning
- Investments
- Multi-generational wealth transfer
- Mutual Funds
- Non-profit Consulting
- Pensions
- Personal Financial Planning
- Portfolio Management
- Retirement Planning
- SEP IRA
- Securities
- Succession Planning
- Tax
- Tax Planning
- Wealth Management
- Wealth Transfer
- Co Fiduciary Services
- Non Profit Consulting
- Multi Generational Wealth Transfer
Shawn Steffens Summary
- Shawn Steffens, based in New York, NY, US, is currently a Managing Partner and Financial Consultant and Investment Advisor Representative (IAR) at Steffens Financial. Shawn Steffens brings experience from previous roles at Steffens & Steffens, Financial Advisory Services, An Office of MetLife, Morgan Stanley Smith Barney and Merrill Lynch. Shawn Steffens holds a 1994 - 1996 Sussex County Community College. With a robust skill set that includes 401k, 401k Rollovers, Business Consulting, Co-Fiduciary Services, Estate Planning and more. Shawn Steffens has 2 emails and 2 mobile phone numbers on RocketReach.
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