Stephen

Sassi

CRPC™

picture of a planner

Here to act in your best interests

About me

As a financial advisor, I believe that financial planning and investment management go hand in hand. It is an honor and a privilege to help clients gain the confidence and peace of mind that comes from having a purposeful and comprehensive strategy in place. Outside of the office, I enjoy spending time with family and friends.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, Communication - Rutgers University

Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road

Suite #1

Red Bank, NJ 07701

New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

New York II - Grand Central

340 Madison Avenue

22nd Floor

New York, NY 10173

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