(631) 755-1100

OUR TEAM

STEPHEN KUCZYNSKI

 

Stephen Kuczynski

Stephen Kuczynski

CFP®, CDFA®, AIF®

Financial Advisor

732-359-3838
732-359-3839
stephenku@icgnext.com

Interests

  • 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, 2023

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®

View Definitions

 

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 Five Star Wealth Managers.

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