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
- 2014 -now Managing Partner and Financial Consultant and Investment Advisor Representative (IAR) @
- 2010 -2014 Financial Planner, Investment Advisor Representative, Financial Services Representative @ Steffens & Steffens, Financial Advisory Services, An Office of MetLife
- 2004 -2010 Financial Advisor @
- 2000 -2004 Financial Advisor @
Shawn Steffens Education
- Sussex County Community College 1994-1996
Shawn Steffens 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
- 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 Investments, Retirement Planning, Estate Planning, Financial Services, Pensions and more. Shawn Steffens has 1 emails and 2 mobile phone numbers on RocketReach.
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