Steve Csobaji

Senior Retirement Specialist @Eckard Enterprises, LLC

Dallas, TX, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jan 2026 — Present

Senior Retirement Specialist @Eckard Enterprises, LLC

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Dallas-Fort Worth, TX, US

EDUCATION

N/A

Denison University

N/A

Marymount University

SKILLS

Financial ServicesWealth ManagementSeries 7Investment StrategiesPortfolio ManagementDefined BenefitFinancial AdvisoryUniform Combined State LawFinancial PlanningFixed AnnuitiesAsset ManagementSeries 63InvestmentsSeries 65Relationship ManagementLife InsuranceInvestment Advisory401kRetirementStrategic Financial PlanningInvestment ManagementAsset AllocationMutual FundsSeries 6Retirement PlanningFinraPensions

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

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