Steven Zimmerman, CFP®, AIF®, ChFC, CLU
President
- Graduate of Saint Joseph’s University with a Master's of Science degree with a major in Financial Services and a Bachelor of Science degree with a major in Management.
- Graduate of the University of California Irvine CFP® Residency Program.
- Certified as an Accredited Investment Fiduciary ® (AIF®) by The Center for Fiduciary Studies at the University of Pittsburgh.
- Licensed as a Certified Financial Planner (CFP®) by the Certified Planner Board of Standards.
- Certified as a Chartered Financial Consultant (ChFC) by the American College.
- Successfully completed the following securities registrations: Uniform Investment Advisor Law (Series 65), General Securities Representative (Series 7), Investment Company Products/Variable Contracts Limited Representative (Series 6), and the Uniform Securities Agent State Law (Series 63).
- Certified as a Chartered Life Underwriter (CLU) by the American College.
- Licensed as an agent for life insurance, accident & health insurance, annuities in the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Virginia, and Washington.
- Registered to sell investment products and services in the following states: Arizona, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Nevada, New Jersey, New York, and Pennsylvania.
- Employed in the financial services industry since 1983 and with MAGIS Financial Partners since 1987.
- Maintains continuing education requirements for above registrations, designations, and licenses.
- Member of National Association of Plan Advisors.
- Member of the National Financial Planning Association and the Philadelphia & Tri-State Area Chapter of the Financial Planning Association.
- Member of the Financial Services Institute.
