Broker Check

Meet Steven

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Steven Tenenzapf

Financial Professional

(732) 452-6914

Steven.Tenenzapf@equitable.com

Professional Background

I have 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, I enjoy nothing more than educating my clients and helping families and individuals protect and manage their wealth. I provide 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.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to clients. Rather than just recommending a combination of unrelated products, first I will consider your 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, I can recommend the appropriate products and services to help execute our strategy.

Additionally, I 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.

I am Life and Health licensed and registered with FINRA for the Series 7, Series 66, and Series 24.

Honors

I have 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

I earned a Bachelors of Arts Degree in Business from Muhlenberg College in Allentown, PA, where I had the privilege of being a student-athlete competing on the Men's Varsity Soccer team.

I also hold my FINRA Series 7, Series 66, and Series 24 registrations and Life & Health insurance licenses.

Credential Holistic Financial Coach from Columbia University.

Personal

My wife Jenny and I reside in Marlboro, New Jersey.

There is no greater compliment than to refer me to your friends, family and colleagues. Referrals have been the cornerstone of my business. Thank you for your trust.