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OUR TEAM

Stephen Kuczynski

Stephen Kuczynski

Stephen Kuczynski

CFP®, CDFA®, AIF®

Financial Advisor & Investment Strategist

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

Interests

  • Spending time with my family and friends
  • Reading and podcasts
  • Following my favorite NY sports teams
  • Golfing

Qualifications

  • The George Washington University, BBA-International Business, 2014
  • Series 66, Series 7, Life & Health Certification held through LPL Financial
  • Accredited Investment Fiduciary®
  • CFP® Certified Financial Planner™ practitioner
  • CDFA® Certified Divorce Financial Analyst®
  • Accredited Investment Fiduciary®

Roles & Responsibilities

  • Steve is a Financial Advisor as well as an Investment Strategist.
  • Steve monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring, investment research and trading operations/activities.

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.

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