Stephen A. Scafidi

About Stephen A. Scafidi

My team\'s job is to empower individuals to reach their financial goals through education and strategic planning with an emphasis on process over product. We specialize in helping high net worth clients in need of financial planning and risk management. We pride ourselves on excellent service and thoughtful recommendations. We help clients accumulate and protect wealth through a comprehensive planning approach. Our open architecture platform allows us to serve any specific need — from asset management strategies, retirement & estate planning strategies, life insurance, long-term care and disability insurance, as well as strategies for employers and business owners such as executive compensation and employee benefits. We customize strategies for our clients, then offer products from hundreds of investment and insurance companies.We are currently building out a top-notch wealth management team to grow and develop new advisors as well as experienced advisors looking to expand on their current client base. If you or anyone you know is interested in the financial industry please e-mail or message me.

Experience

1. Regional Vice President

   Equitable Advisors

   Mar 2021 — Present · Woodbridge, NJ, US

Education

• William Paterson University of New Jersey

  Bachelor of Arts (B.A.), Communication, Journalism, Business Studies and Professional Sales

  2013 — 2016

• Columbia University

  Holistic Life Coach, Behavioral Sciences

• The Wharton School

  Retirement Planning, Financial Services