Professional Background
Steven Tenenzapf has obtained the Credentialed Holistic Financial Coach designation issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC, as well as the Retirement Planning Specialist Certification issued by Wharton Executive Education in partnership with Equitable Advisors, LLC.
As a Financial Professional, Steve enjoys nothing more than educating his clients and helping families and individuals protect and manage their wealth. He provides full financial plans that focus on strategies to accumulate wealth, family protection, and proper allocation of wealth while assisting clients in seeking to achieve their short-term, intermediate, and long-term goals. A few of the main areas of focus include education, estate, and retirement planning.
Steven’s education, experience and professional affiliations have fostered his practical approach to offering financial products and planning services to clients. Rather than just recommending a combination of unrelated products, first he will consider specific financial goals and investment objectives. Working together, a strategy will be formulated to help address client goals. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, Steven can recommend the appropriate products and services to help execute the strategy.
Additionally, Steven helps businesses in the areas of employee benefits, establishing and/or administrating their 401(k) and defined benefit plans, deferred compensation plans, cash balance plans, tax-advantaged wealth accumulation, health insurance, disability insurance, their succession planning and exit strategies. One main area of focus is doctor offices.
Steven is Life and Health licensed and registered with FINRA for the Series 7, Series 66, and Series 24.
Honors
Steven has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC, and was also awarded the title of Retirement Planning Specialist Certification issued by Wharton Executive Education in partnership with Equitable Advisors, LLC.
Education
Steven earned a Bachelors of Arts Degree in Business from Muhlenberg College in Allentown, PA, where he had the privilege of being a student-athlete competing on the Men's Varsity Soccer team.
Steven also holds his FINRA Series 7, Series 66, and Series 24 registrations and Life & Health insurance licenses.
Credential Holistic Financial Coach from Columbia University as of December 2022.
Personal
Steven and his wife Jenn reside in Marlboro, New Jersey.
Equity Wealth Solutions Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 4294924
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.