Marilyn Stefans, CFP<sup>&reg;</sup> - Financial Advisor

Marilyn Stefans, CFP®

137 Woodbury Rd
Woodbury, NY 11797
(516) 692-2744

General

Marilyn Stefans is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Woodbury, NY and the surrounding communities.

Financial Advisor Overview

Marilyn Stefans is an independent Certified Financial Planner who offers a full range of financial services to individuals and small businesses. Her practice focuses on investment services, income tax preparation, retirement planning for individuals, and pension planning for small businesses. She holds a MBA in Finance and is enrolled to practice before the Internal Revenue Service.

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Financial Advisor Experience

Ms. Stefans has been a self-employed income tax practitioner for 22 years and an investment advisor for 11 years. She has taught numerous taxation and financial planning courses as an adjunct faculty member of C.W. Post College, Long Island University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources