Advisor profile


My approach

Steven Vozenilek - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Steven Vozenilek - My approach photo

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Northeastern University, Bachelor of Science - Business Administration
  • Family Firm Institute - Certificate in Family Business Advising
  • Family Firm Institute - Certificate in Family Wealth Advising

Interests

  • Music
  • Travel,
  • Ethnic Cultural Events,
  • Exploring Ethnic and Regional Foods,
  • Investing
  • Business Issues - especially the Growth and Transfer of Private and Family Businesses

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.