As a Certified Financial Planner with over 30 years of experience in helping clients with retirement planning and investment advice, I am committed to providing exceptional service and individualized advice throughout the investment planning process. My goal is to deliver prosperity and economic independence for each of my clients.

In these volatile market times, it has never been more important to have a trusted advisor who can help you maintain a balanced view of your investments and develop an investment strategy that is right for you.

I invite you to contact me directly for a personal consultation. Once familiar with your financial situation; I will work with you to develop a personalized investment strategy that is designed to meet your short and long-term goals.


Steven Zanardo