Broker Check
Steven Zimmerman, CFP®, AIF®, ChFC, CLU

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 Financial Industry Regulatory Authority (FINRA) Examinations: 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, and property/casualty in Alaska, California, Colorado, Connecticut, Delaware, Florida, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia, and Washington.
  • Registered to sell investment products and services in the following states: Delaware, Georgia, Maryland, North Carolina, New Jersey, Nevada, 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.