OUR TEAM
STEPHEN KUCZYNSKI
- Spending time with my wife Jordan, puppy Gunnar, & family/friends
- Reading and podcasts
- Following my favorite NY sports teams
- Golfing
Areas of Focus
- Retirement Planning & Income Strategies
- Comprehensive Financial Planning
- Tax Planning Strategies
- Wealth Preservation Strategies
- Investment Management
Awards & Recognition
- Five Star Wealth Manager, 2022-2024
Education
- The George Washington University, BBA-International Business, 2014
Qualifications
- Series 7, Series 66 held through LPL Financial, Life & Health certification
- CFP® Certified Financial Planner™ practitioner
- CDFA® Certified Divorce Financial Analyst®
- Accredited Investment Fiduciary®
Stephen Kuczynski is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of year 2022, 2023 & 2024 Five Star Wealth Managers.