Steven Vitanza, CFP<sup>&reg;</sup> - Financial Advisor

Steven Vitanza, CFP®

ChFC®, CLU®

Ameriprise Financial Advisors

1105 Laurel Oak Rd, Ste 142
Voorhees, NJ 08043
(856) 741-8000 x350

General

Steven Vitanza is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Advisors in Voorhees, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter (CLU®)

Insurance Licenses

  • Life insurance: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA
  • Health/disability insurance: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA
  • Fixed annuities: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA
  • Variable annuities: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care

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Helpful Financial Planning Resources