Steve Csobaji
Senior Retirement Advisor @ Eckard Enterprises
- Role
- Senior Retirement Specialist at Eckard Enterprises, LLC
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Steve Csobaji
Extensive background in Investments, Group Medical, and Retirement Planning. In depth knowledge of qualified retirement industry, plans and products. Effective in communication, relationship building and customer service.Specialties: IRAs, PPO, HDHP, Dental, Vision, Prescription, STD, LTD, 401(k), Defined Benefit,457 Deferred Compensation, financial planning. Skills: Consultative selling. Facilitation. Training and education. Marketing. Change management. Project management.#ono
Experience
Senior Retirement Specialist
Jan 2026 — Present · Dallas-Fort Worth, TX, US
Education
Denison University
BA
Marymount University
MS
Skills
- Financial Services
- Wealth Management
- Series 7
- Investment Strategies
- Portfolio Management
- Defined Benefit
- Financial Advisory
- Uniform Combined State Law
- Financial Planning
- Fixed Annuities
- Asset Management
- Series 63
- Investments
- Series 65
- Relationship Management
- Life Insurance
- Investment Advisory
- 401k
- Retirement
- Strategic Financial Planning
- Investment Management
- Asset Allocation
- Mutual Funds
- Series 6
- Retirement Planning
- Finra
- Pensions
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