Steve Zahorik
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steve Zahorik
Steve holds the title of Managing Director with Virtuant of TSG Wealth Management and…
Experience
Financial Advisor
Apr 2007 — Present · Greenwood Village, CO, US
Assist individuals and small companies with reaching their investment, retirement, insurance goals. Assist with growing their wealth and managing their risk. I also provide access to lending and banking services through affiliates.
Education
Colorado College
BA
University of Denver - Daniels College of Business
MBA
Skills
- Marketing
- Fixed Annuities
- Financial Modeling
- Insurance
- 401k Planning
- Due Diligence
- Sales
- Securities
- Strategy
- 401k Rollovers
- Advertising
- Tax-Efficient Strategies
- Analysis
- Financial Services
- Variable Annuities
- Mergers & Acquisitions
- Retirement Planning
- Business Strategy
- Mutual Funds
- Risk Management
- Concentrated Stock Management
- Financial Advisory
- Equities
- Options
- Relationship Management
- Small Business
- Finance
- Retirement
- Long-Term Care
- Business Development
- Estate Investment Planning
- Leadership
- Stock Market Analysis
- Financial Analysis
- Investments
- Business Planning
- Management
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