Broker Check
Steven Zimmerman

CFP®, AIF®, ChFC, CLU

Steven is a highly seasoned financial professional with a rich educational background and over three decades of experience in the industry. Holding a Master's of Science degree in Financial Services from Saint Joseph’s University and a Bachelor of Science degree in Management,

Steven has earned a multitude of prestigious certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary ® (AIF®). Additionally, Steven is a Chartered Life Underwriter (CLU) as designated by the American College. Over the course of his career, Steven has successfully completed various securities registrations, including Series 65, Series 7, Series 6, and Series 63. He is licensed as a Certified Financial Planner® , as well as being licensed as an agent for life insurance, accident & health insurance, and fixed & variable annuities.

As a dedicated professional, Steven has been employed in the financial services sector since 1983, and he has proudly contributed to MAGIS Financial Partners since 1987. Steven is committed to staying current with industry standards, maintaining continuing education requirements for his registrations, designations, and licenses. A proud member of the National Association of Plan Advisors, the National Financial Planning Association, and the Philadelphia & Tri-State Area Chapter of the Financial Planning Association, he is also affiliated with the Financial Services Institute. Steven's extensive expertise and comprehensive approach make him an asset to MAGIS Financial Partners, where he is dedicated to providing exceptional service and strategic financial guidance to clients.