Stephen J Croghan
MBA, CRPC®, CLTC®
Private Wealth Advisor
Chief Executive Officer of
Three Bridges Wealth Advisors
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Tax Planning Strategies
- Investment Management
- Social Security Retirement Benefits
- Intergenerational Planning
- Executive Compensation and Benefit Strategies
- Saving for Education
- Wealth Preservation Strategies
- Estate Planning Strategies
- Retirement Income Strategies
- I like coaching and cheering on my children, Dana and Cameron, in a number of sports including soccer, baseball.
- As an Eagle Scout it is very rewarding to be a leader of Troop 149.
- My wife Pat and I are very active in High Bridge community activities.
Awards & recognition
- Ameriprise Circle of Success, 2012, 2014, 2015, 2017, 2018,2020
CRPC® Chartered Retirement Planning Counselor℠
CLTC® Certified Long Term Care®
- Wilkes University, 1980, B.S. Accounting
- La Salle University, 1982, M.B.A Finance