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Steven Cucinelli, LUTCF, FSCP

Steven Cucinelli, LUTCF, FSCP

Managing Director

Since joining International Planning Alliance in 2007, Steven has focused his practice on helping families and small business owners achieve financial confidence for not only their lifetime but for generations to come. By getting to know what his clients are trying to achieve, he is able to help guide them on how to protect what they already have, grow their money as efficiently as possible for the future and eventually pass what they have built on to the people and causes they love and support. As part of his role as Managing Director, Steven makes it his mission to mentor and guide new associates joining our industry so that they can also make a positive and lasting impact on their community.

When he is not working with clients or new associates at International Planning Alliance, Steven enjoys travel and spending time with his wife and daughters.

Read Steven's contribution to the IPA Ideas blog:

Insights on Defining Your Retirement

Series 7,63 & 65 Life, Accident & Health Licensed

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0I80894.