Steven Dzvonick

*Over 30 years experience in Financial Planning Industry.

*Assets under management of $65 million.

*Delivered comprehensive financial planning services, including retirement planning, investment management, insurance strategies and wealth preservation for individuals, families and business owners.

*Built and maintained long-term client relationships through personalized financial guidance and ongoing reviews.

*Assessed clients' financial goals, risk tolerance, and life stages to develop tailored investment strategies.

*Managed and grew a diverse book of business of 540 clients through referrals, networking, marketing and client retention.

*Provided education and guidance on financial products including mutual funds, annuities, life insurance, college funding, and employer-sponsored retirement plans.

*Monitored market trends and adjusted client portfolios to align with changing economic conditions and goals.

*Ensured compliance with industry regulations and company policies while maintaining high ethical standards.