Steve Kovach Email & Phone Number
Vice President Advisor @ EP Wealth Advisors
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Steve Kovach Location
- Boise, ID, US
Steve Kovach Work
- Vice President Advisor @ (February 2016 - Present)
- Wealth Management Advisor @ Buffington Mohr McNeal Registered Investment Advisor (February 2016 - Present)
- Financial Consultant @ (August 1995 - January 2016)
Steve Kovach Education
- College for Financial Planning
CFP
2011-2012 - Michigan State University
BS (Finance)
1988-1992
Steve Kovach Skills
- Alternative Investments
- Estate Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Portfolio Management
- Investment Strategies
- Personal Finance
- Management
- Investments
- Asset Management
- Finance
- Certified Financial Planner
- Investment Advisory
- Strategic Planning
- Retirement Planning
- Wealth Management
- Sales
- High Net Worth
- Certified Financial
- Mortgage Lending
- Mutual Funds
- 401k Rollovers
- Strategic Financial
- Retirement
- Series 7
- Securities
- Residential Mortgages
Steve Kovach Summary
- Steve Kovach, based in Boise, ID, US, is currently a Vice President Advisor at EP Wealth Advisors. Steve Kovach brings experience from previous roles at Buffington Mohr McNeal Registered Investment Advisor and Charles Schwab. Steve Kovach holds a 2011 - 2012 CFP @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Estate Planning, Strategic Financial Planning, High Net Worth Individuals, Portfolio Management and more. Steve Kovach has 1 emails and 4 mobile phone numbers on RocketReach.
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