Stephen Sassi Email & Phone Number
Executive Director, Financial Planning
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Stephen Sassi Location
- New York, NY, US
Stephen Sassi Work
- Executive Director, Financial Planning @ Edelman Financial Engines (October 2016 - Present)
- Vice President, Financial Consultant @ (April 2013 - October 2016)
- Financial Advisor @ (November 2008 - April 2013)
- Financial Advisor @ (June 2006 - November 2008)
- Financial Advisor @ (October 2004 - December 2005)
Stephen Sassi Education
- Bergen Catholic High School
- College for Financial Planning
(Chartered Retirement Planning Counselor)
- Rutgers University
Bachelor of Arts (Communication)
Stephen Sassi Skills
- Retirement Planning
- Wealth Management
- Investment Advisory
- Asset Allocation
- Investment Strategies
- Strategic Financial Planning
- Alternative Investments
- Fixed Income
Stephen Sassi Summary
- Stephen Sassi, based in New York, NY, US, is currently a Executive Director, Financial Planning at Edelman Financial Engines. Stephen Sassi brings experience from previous roles at Charles Schwab, Merrill Lynch, Morgan Stanley and UBS. Stephen Sassi holds a Bergen Catholic High School. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies and more. Stephen Sassi has 1 mobile phone numbers on RocketReach.
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