OUR TEAM
Stephen Kuczynski
Stephen Kuczynski
CFP®, CDFA®, AIF®
Financial Advisor
732-359-3838
732-359-3839
stephenku@icgnext.com
Interests
- Enjoying quality moments with my wife, Jordan, our adorable puppy, Gunnar, and cherished family and 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 & 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
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CDFA® Certified Divorce Financial Analyst®
A Certified Divorce Financial Analyst® is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
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.
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.
